If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished
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It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
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With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools, once only available to
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