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August 2017 Investment Update

U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

Have you properly funded your revocable trust?

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure the trust is properly funded. Certain benefits aren't available if the trust isn't funded...

Powers of Attorney: Springing vs. Non-Springing

Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.

Beware the GST Tax When Transferring Assets to Grandchildren

As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

Don't Overlook Tax Apportionment When Planning Your Estate

If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

July 2017 Investment Update

U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

June 2017 Investment Update

The U.S. economy continues to expand at a steady pace, albeit a slow one. The overall employment picture continues to improve, with employers adding 138,000 jobs in May 2017.

Investment Overview: 2nd Quarter 2017

The U.S. economy continues to expand at a steady pace, albeit a slow one. According to the Bureau of Economic Analysis, U.S. Gross Domestic Product (GDP) grew by 1.4% in the first quarter of 2017.

Why Not to Live Within Your Means

We often hear the advice “Live within your means”, and we think of it as sound, prudent advice. However, there are certain situations which that advice becomes not only irrelevant, but problematic.

What's Your Risk Tolerance and Why Does It Matter?

Understanding your risk tolerance is one of the most important aspects of investing and something that takes a fair amount of “soul searching”. However, attempting to invest without that knowledge…is

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