Insights

2021: The Year of the NUA

If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.

Mortgage Gimmicks Explained

Mortgage Gimmicks Explained  Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as

3 Biases That Can Sabotage Your Wealth

Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. Among these, behavioral biases like

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3rd Quarter Market Update 2023

This “Little Engine That Could” market has just completed 3 straight quarters of growth.  For those of you who have matured in your reading material,

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What You Should Know About Advisor Fees

Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their

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