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How To Prepare For Tax Season

If you had to pick between the two, would you rather file your taxes or go without your phone for a week? There’s a good chance you’d happily hand over your beloved phone along with the other 28% of Americans who are also dreading having to deal with taxes. And to add to the fun of tax season, the new Tax Cuts & Jobs Act means we now have a slew of new tax reforms to decipher. Among these is a new 1040 form and the possibility of six new schedules to fill out, depending on your situation. As is usually the case, what is intended to simplify filing taxes for some has complicated it for others.

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Why I Became A Financial Advisor

Life is full of unexpected twists and turns. While we may start out in one career, our experiences may show us other areas we want to pursue, needs that aren’t being met, or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor.

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Fourth Quarter 2018 - Market Webcast

The final quarter of 2018 was the worst quarterly performance for the US stock market since Q3 2011, largely due to an abysmal December – the worst since 1970. Market volatility came roaring back in the fourth quarter with a variety of economic and political factors contributing to the turbulence. Our Q4 Market Webcast focuses on what happened in the markets through December and how we are thinking about them going forward. Please watch the recording for key insights from our CIO Chris Moore.

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Fourth Quarter 2018 - Market Newsletter

As we entered 2018, equities rallied with vigor in January, however we began to see a wider distribution of returns across markets. The first salvo of a trade war with China was made in February and catalyzed domestic and international equity dispersion, further fueled by a strengthening dollar as investors rightfully viewed the US’ domestic growth, rising rates, and now protectionist measures, as an attractive market to be allocating capital to. We would note that “growth” stocks performed well but the continued rise in rates weighed on slower growing “value” stocks, as they were viewed to be more rate sensitive and subject to inflation. Through all this, investors leaning into domestic high-multiple growth equities and away from more defensive fixed income assets looked like heroes through most of 2018.

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The Easy Way To Get Started On Your Estate Plan

There are certain things that most of us, for one reason or another, tend to put off. Estate planning is usually one of them. Whether it be because we don’t want to think about our lives ending, we believe it’s too costly, or that it simply doesn’t seem necessary, we tend to leave this imperative task lingering on our to-do lists. In fact, only 51% of Americans have done any estate planning at all, which means, essentially, half the population is taking a potentially detrimental risk when it comes to caring for their families and assets.

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Why I Became A Financial Advisor

Sometimes a career journey is full of twists and turns, and sometimes you just know the right path to take. I fall into the second category. During my college years, I knew I wanted to pursue a career where I could help people and partner with them to find success in life, and the financial industry seemed to be the right place to do that. I earned my bachelor’s degree in finance from Syracuse University and began obtaining the experience and education necessary to launch a fulfilling and enjoyable career.

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