2018 Optimistic MLP Outlook

Addis & Hill Spotlight: Dave DeWitt from Dewitt Capital Management "We are very optimistic that midstream energy infrastructure will have a strong 2018. Most of the question marks surrounding MLPs during the downturn have been answered. MLPs are primed to benefit...

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2018 – Move or Stay Put?

Retirement and aging brings many questions to the table. One of the biggest concerns is whether keeping the family home with all the maintenance and upkeep will be the best place for our golden years and whether our healthcare providers will be readily accessible when...

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Tax Vote Coming to a Head

Where will it fall out for you?  This a brief summary of many proposed House tax provisions that could likely affect most of our clients.  12% of our clients worry about the impact of government on their lives.  Revision of the tax code is a perfect example! If you...

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Out of money at 90, now what?

When we conducted our client poll back in September, we asked our clients for the one thing that worries them most about their money and personal finances.  44% of our clients responded by saying that outliving their assets was their top concern. It seems that no...

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Turning Worry About Money Into Action

Our poll results revealed that you are not alone in your worry about money.  Our last blog focused on how to diminish the risk associated with your worry.  This time we focus on our thought patterns. Some of the worry we all experience are the self-imposed beliefs...

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Bull and Bear Tug of War

In our recent poll we asked, “What is the one thing that worries you most about your money and personal finances?”, 25% responded that a market crash and its impact was their biggest concern.  There are a few things we can do to mitigate this concern but the risk of a...

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Anxious About the Market?

There is quite a bit of noise currently about an impending stock market correction as the “market” has ratcheted higher and higher amid perceived geopolitical issues in the United States and around the world.  Vanguard’s research found that attempting to time the...

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Health Care Costs Expected to Rise

It’s no surprise that health care costs are rising, but a recent article from Bloomberg News reports that rising costs are not expected to level off anytime soon.  There are contributing factors such as technology advancement expenses, medical malpractice insurance,...

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The Fiduciary Movement is Taking Hold

Little did we realize seventeen years ago when we formed Addis & Hill we were part of a phenomenon! Thankfully the fiduciary movement has taken hold and things are changing. Laws in the US and abroad are being put in place to protect the consumer from ruthless...

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