In spite of an uncertain background, we remain bullish on economic growth and equities. We provide multiple reasons to support our outlook as well as insight into recent strategic changes we’ve made in client portfolios.
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As states wrestle with increased expenses and lower tax receipts, investors are debating the merits of states and municipalities utilizing the bankruptcy code to seek relief from projected budget shortfalls. But, can states use the bankruptcy code to do so? We provide the answers.
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Volatility continues to influence investor behavior. Our disciplined, consistent approach to investing is helping more clients reach financial success. Read more about how the numbers work.
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Our popular tax and retirement flier has been updated for 2018. A great quick reference guide to tax rates, deductions and related topics that arise throughout the year.
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We remind clients that market corrections are a normal and healthy element of equity investing. This article from FactSet provides perspective on the effects of corrections.
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Taxpayers that earn $150,000 or more make up 52% of total filers but pay a much higher percentage of overall income taxes each year.
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