When to Pivot?

The first half of 2018 went well in terms of market performance and economic growth.  In fact, the second longest-running bull market in U.S. stock market history managed to weather a…

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Legacy Issues

Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable…

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Market Trends

Fueled by more plentiful jobs, the U.S. residential real-estate market is skyrocketing. In some areas, particularly major metropolitan cities, buyers are struggling to either find or afford a home. Those…

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Impact Investing

The new federal government stance toward deregulation may lead many companies to roll back operational practices, potentially resulting in higher profit margins.1 However, shareholders may have a say in this…

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