Opportunity Zone Update

A beneficial new provision of The Tax Cuts and Jobs Act (TCJA) is a new tax code section creating certain tax advantages through investments in vehicles designated as “Opportunity Funds.” An [...]

Year-End Tax Planning

President Trump urged far-reaching changes to the Internal Revenue Code. Full details of this plan have yet to be revealed but could lower tax rates for individuals and businesses. As an offset, [...]

Sell High, Buy Low

Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset [...]

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