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Trust: A Different Type of Defense

Some of you have listened to me talk about offense and defense of the capital markets for almost three decades. Today we are going to...

Helping Clients Help Charities

Indiana University found that a whopping 98.4% of high-net-worth households give to charity. This matches our experience in working with...

Commonly Overlooked Tax Deductions for 2017

These five commonly missed tax deductions can help return some of your hard earned dollars to your bank account.

Tax Reform and What it Means for You

We have been getting many questions regarding the new tax law changes that are now in place. Our clients are wondering what the bottom line