Given the potential risk of disrupting the economy, we believe that there is a low likelihood that the current administration will significantly alter U.S. trade policy.
Read MoreAs the proverbial phrase goes, “You can’t have your cake and eat it, too.” In life, it is often difficult, if not impossible, to have the best of both worlds.
Read MoreOn July 6, 2017, a new budget was passed by the State of Illinois, which included an income tax rate increase from 3.75% to 4.95% for individuals.
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For most individuals, the main goal of giving to charity is not necessarily to take advantage of the income tax deduction or to receive some benefit in return, but rather to support an organization that has a mission they believe in.
Read MoreStock markets have risen since February 2016 without any significant disruption until now.
Read MoreAlthough there is a healthy debate about its potential long-term negative impact to the country’s budget deficit and federal debt levels, it is hard to argue the potentially positive economic and market impacts of the TCJA over the next couple of years.
Read MoreThe Tax Cuts and Jobs Act includes major tax reform that will impact almost all taxpayers.
Read MoreWe know how important it can be to see a doctor for an annual check-up.
Read MoreWhat recent market and economic data is telling us about how despite the U.S. economy entering into its eighth year of expansion, growth remains slow and steady. International stocks starting to outperform U.S. stocks - the start of a long-term trend?
Read MoreHave you ever given something to an organization and wondered if it would count as a tax-deductible charitable donation?
Read MoreIt is true: diversifying an investment portfolio by spreading it across different “asset classes” like stocks, bonds, real estate and others, is one of the most effective ways to manage the portfolio’s risk.
Read MoreWhen going through a major move or relocation, it is common to forget something along the way.
Read MoreOften times when most of us think of a trust document, we tend to associate them with wealthy individuals who use them to pass their wealth onto their children or grandchildren.
Read MoreSome of our clients have asked us recently about the rising tensions between the U.S. and North Korea and what it could mean for markets and portfolios if the situation escalates. The answer is that troubles with North Korea will certainly result in downside risk.
Read MoreAs financial advisors, we often get inquiries from clients about why they didn’t receive the lowest mortgage rate despite having ample income and assets.
Read MoreLet’s be totally honest: no one wants to pay taxes. It’s the reason Samuel Adams and the Sons of Liberty threw the largest tea party in history.
Read MoreEvery year, financial planners provide valuable advice and innovative solutions to millions of Americans to help them achieve their financial goals.
Read MoreWe expect to see continued growth in the stock markets, mostly driven by a strengthening global economy and growing corporate earnings. As a result, bond markets will likely be challenged in the short-term; in the long term, however, higher interest rates and strong investor demand should result in better bond returns.
Read MoreWhat recent market and economic data is telling us about the health of U.S. service sectors compared to manufacturing sectors. The strength of the U.S. job market. Consumer confidence reaching a 14-year high.
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