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5 Timeless Warren Buffett Quotes to Understand Today's Market Trends
The most important point is that well-diversified portfolios have demonstrated remarkable resilience despite the challenging market conditions we've recently faced. We continue to have strong confidence in the long-term outlook.
4 days ago


Market Corrections and Recoveries
Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...
May 15


The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Dec 15, 2022


What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i
Sep 29, 2022


Should I Inherit My Deceased Spouse’s Traditional IRA?
There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a
Jul 15, 2022


What Issues Should I Consider When Dealing With High Inflation?
What Issues Should I Consider When Dealing With High Inflation? High inflation has been on everyone’s mind, and many are wondering what they
Jun 16, 2022


Can I Do A Net Unrealized Appreciation (NUA) Distribution?
Can I Do A Net Unrealized Appreciation (NUA) Distribution? Clients who own employer-issued stock in a 401(k) plan may benefit from favorabl
Jun 13, 2022


Master List of Goals
Master List of Financial Planning Goals. Goal setting is fundamental to sound financial planning. Whether we are meeting with new or long-te
May 11, 2022


What Issues Should I Consider If My Spouse Passed Away?
What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues
May 6, 2022