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Please read on below to learn more about our areas of expertise, our services, and some of the advice we have to offer on these subjects. This blog is updated on a regular basis.
flag, elections, president

Presidential Elections and U.S. Equity Returns

All elections are important, but to many investors, the upcoming election feels particularly weighty. The policy ramifications of White House and congressional outcomes can seem …

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tax, forms, income

Three Tax-Planning Strategies to Consider Before Year-End

With the presidential and congressional elections less than a month away, many taxpayers are probably wondering whether a new administration and a new Congress might …

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coronavirus, virus, mask

Health Savings Account: A 401(k) For Medical Expenses

The United States spends more money on health care costs per capita than any country in the world by a meaningful margin, and those costs …

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