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Tax-exempt bonds to ease the impact of lower SALT deductions

April 1, 2019

Steve Tuttle discusses strategies on how to deal with higher federal tax liability from newly imposed limits on deductions for state and local taxes.

Market Update: Current Stock Portfolio Positioning March 2019

March 13, 2019

Watch Eugene break-down the US equity markets and review current positioning for our stock portfolios. 2019 started with market bouncing back on strong earnings, more accommodative...

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How to put more certainty in your retirement income

March 4, 2019

The emotional toll from the stock market crash of 2008 still lingers for retirees. To avoid a similar calamity may of them reduce exposure to equities.

Markets continue to rise in 2019

March 1, 2019

Chief Investment Officer, Eugene Yashin’s latest market review features the rebound in fundamentally sound stocks and areas of opportunity for investors.

Should you consider a Roth IRA?

February 1, 2019

Due to lower income tax rates the benefits to establishing Roth accounts are increasing. Here're strategies to optimize the use of tax-advantaged accounts.

Markets rebound in January

February 1, 2019

Despite historical government shutdown, our economy is forecasted to show resilience with consumer and industrial markets upholding strength for GDP upturn.

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