• Most actively managed investment funds under-perform, and charge you high fees. At the same time, you pay taxes on capital gains, even if the fund performed badly. Low-fee exchange traded […]

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  • If you are over 70 ½ , you are required to take distributions from your IRA. Those distributions are taxed at your ordinary income tax rate. There is one way […]

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  • Our attached quarterly market research summary is short, concise, and actionable—It is only three pages long. There’s a graph or chart on each page, and there are two short text […]

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  • Your tax return and investments are more related than you may realize. Using a coordinated approach may add additional value in the form of tax savings. Those tax savings can […]

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