Our Top 4 Must Reads from November 2014

This month’s edition features articles that focus on the growing dissatisfaction of having foreign investments in your portfolio, how economic slumps in the past have influenced our progress, and the data-driven process of forecasting recessions. One of the links this…

Determining Your Asset Allocation

In a previous post we noted that the research on Gamma identifies 5 financial planning strategies that add to retirement income.  The first of these is Total Wealth Asset Allocation.  The simplest definition of this is using a client specific…

2014 Year End Tax Tips

Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…

Estate Planning: Til’ Death Do Us Part

Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your honeymoon, but it is something that needs to be considered….

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We break down some of the most important questions we are asked on a regular basis.

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