Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Donating appreciated equity can be a gift for both you and your favorite charity. For many of us, the end-of-year holidays are a time to connect with loved ones, make family memories and give back to the charities that mean the most to…

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Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email This blog serves as a possible costless solution for those that have a surplus of idle cash. When COVID-19 arrived in 2020, the Federal Reserve began cutting interest rates to make money easier to borrow. That cycle was double-edged: It made borrowing cheap,…

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Roth Conversions are a common Tax and Estate Planning technique. Converting Structured Investments from IRA’s can provide a unique advantage for planning purposes. Check out Jeff’s video to hear why. Structured investments are not suitable for all investors. They involve a variety of risks, and each investment will have its own unique set of risks…

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Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email While most of our clients are preparing for or nearing retirement age, some folks are just beginning their careers and want to know how to best set themselves up for success in the future. We’ve all heard the phrase “time in the market”…

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Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email The nature of the market can at times lead us toward strange metaphors to explain its movements, but to spare you the one about a cart pulled by two competing horses, let’s describe October’s result directly: Despite the Federal Reserve’s higher-for-longer interest rate…

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