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Top 17 Year End Planning Reminders

Despite the hustle and bustle of the holiday season, it just might be in your best interests to take five minutes to consider the following year-end financial and tax planning idea list. Some are important to accomplish the last two weeks of the year and some you can...

This run won’t last forever!

Now just might be the optimal time to rebalance your portfolio! US stocks have been on a tear for ten years now. The value of your investment account is close to an all time high. It’s natural to resist selling something that has gone up for so long. But, the past ten...