Thoughts on Money

2019 OUTLOOK

We share timely insights on the economy, markets, and our commitment to assisting you to preserve your family’s financial legacy.   WEBINAR TOPICS INCLUDE: Our outlook for the economy and financial markets. An overview of how our portfoli...

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New Tax Law

President Trump signed sweeping tax legislation into law on Dec 22. Most of the bill’s provisions are due to take effect January 1, 2018. Many areas are impacted including: There will be 7 tax brackets, with the highest being 37% The personal ...

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