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A $22,000,000 Problem!  How the new tax law may change your estate plan.

March 2018 Market Update: Major Turning Point or Ongoing Trend?

The tax bill (aka Tax Cuts and Jobs Act) compromise version, where the House and Senate agree, has been finalized.  As a result of this new law, there are three actions taxpayers should consider before December 31st.

Nate pens another holiday financial poem: T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head…

Not only have U.S. stocks hit new record highs, but the advance has been so quiet that the new highs have been achieved with record low volatility.  Perhaps it is time for volatility to return.      

The House passed the Tax Cuts and Jobs Act. This post summarizes the key changes and how they may affect your personal taxes.

“What do you think the market is going to do next?”  I have heard this question countless times.  Here are five considerations for the future direction of today’s market.      

Thinking of buying a vacation home?  This post is a helpful summary of the important financial and emotional issues to consider before buying.

For September 2017, the stock market shrugged off many challenges and continued to post positive returns for the 11th month in a row. 

There have been 7,900 data breaches confirmed by media sources and government agencies since 2005.  The Equifax hack was one of the largest and included the most valuable personal information to date.  Securing your identity and finances is an important step for today’s financially responsible individual.  A good security strategy includes assessing, protecting, and monitoring your personal information.