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Investment Overview: 4th Quarter 2017

Frank Savage CFA
January 02, 2018
Growing Your Wealth
Increasing economic growth, both domestically and internationally, buoyed financial markets in the fourth quarter. Importantly, global growth appears to be synchronizing...

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New Tax Reform Bill: Loan Rollover Rules Impacted

John Nownes
December 27, 2017
Retiring Your Way
The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

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Retirement for the Ages

Jeff Aldrich
December 27, 2017
Retiring Your Way, Growing Your Wealth
Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

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How to Get Ready for Retirement After the Age of 50

December 26, 2017
The decade or two leading up your retirement is your last opportunity to maximize your savings. It is very important to make decisions that will positively impact the amount you will be able to

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Gifting Cash Tax-Free with Annual Exclusion

Leslie Gibbens
December 14, 2017
Growing Your Wealth, Managing Your Money
The 2017 gift tax annual exclusion allows you to give up to $14,000 per recipient tax-free without using up any of your $5.49 million lifetime gift tax exemption. A great way to give at year-end!

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IRS Announces 2018 Retirement Plan Limits

Doug Koenig
December 11, 2017
Retiring Your Way, Growing Your Wealth
In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

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Ask a Trust Officer: Dow High Can It Go?

Leslie Gibbens
December 11, 2017
Growing Your Wealth, Managing Your Money
The DJIA recently crossed the 24,000 mark for the first time. Investors are wondering, "How much higher can the stock market go?" Here's a look.

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Bitcoin & Taxes

Doug Koenig
December 11, 2017
Growing Your Wealth, Managing Your Money
Bitcoin, the popular digital currency, went on a tear in 2017, rising in value by 900% in the first 11 months. More and more investors are taking notice. There are some tax implications to consider.

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November 2017 Investment Update

December 05, 2017
Growing Your Wealth
U.S. Real Gross Domestic Product (GDP) grew at an unexpected pace of 3.0% in the third quarter, versus a 2.5% consensus estimate, marking the second consecutive quarter of GDP growth at or above 3.0%

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Second Marriage? Update Your Estate Plan

Leslie Gibbens
November 10, 2017
Growing Your Wealth, Managing Your Money
If you’re in a second marriage or planning another trip down the aisle, it’s vital to review and revise (if necessary) your estate plan, for several reasons. Let's take a look.

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