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Don’t Give Up on International Stocks
International stocks have been a real bummer for investors over the last decade. In fact, while the S&P 500 has delivered a 294% increase for the ten years ending 6/30/19.
2017 Tax Act and Qualified Opportunity Zones: Is It Really an Opportunity?
The Tax Cuts and Jobs Act of 2017 (TCJA) included a tax break for investors related to realized capital gains. Through this program, an investor may receive tax benefits, including potential deferral and elimination of tax, by investing those gains in a Qualified Opportunity Zone Fund (QOZF).
Roth: Certainty in an Uncertain World
My daughter Olivia will be three years old in a few months. Currently, she’s in the dreaded, “why?” stage and it’s as every bit annoying as I thought it would be.
Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act
Now that it has been almost 16 months since the passage of the 2017 Tax Cuts and Jobs Act (TCJA), it’s time to come up for air and ask the question: what is the overall impact on estate planners and their clients?
Sustainable Draw Rates: Part Three
In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.
Q2 2019 Market Commentary: Winning The Loser’s Game
Anyone who has either played sports or watched children play sports knows that valuable life lessons can come from the experience. Sports can teach teamwork, strategy, the joy of winning, the frustration of losing and, along the way,