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Financial Planning & Economic Analysis Blog

Ways to Save in 2017

Ways to Save in 2017

As we start off the new year we all have new year resolutions. Many individuals say they want to be healthier, for many this includes going to the gym and eating better. Why not start off the new year financially healthy? Below you will find a guideline providing you different…

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2016 Year End Planning Checklist

2016 Year End Planning Checklist

Thanksgiving is gone and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2016 draws near its conclusion. Capital Gains – If you have any large capital gains, now may be an excellent time to take offsetting losses to neutralize…

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President Trump

President Trump

Surprising most observers, Donald J. Trump will be the 45th President of the United States. As we observed in our last newsletter, we believe the market is nonpartisan. That, unless “Donald Trump wins and literally does all the outrageous things he says he will do” there will not be an…

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