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2020 Market Recap / 2021 Market Outlook

2020 Market Recap / 2021 Market Outlook Key Takeaways:​ We expect to see a major shift in market leadership, from ...
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Q3 2020 Market Update Webinar

Q3 2020 Market Update Key Takeaways: Given the current market environment, macro-economics and fundamental analysis should be thrown out the ...
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Why the recent fuss about the S&P 500?

How is the stock market today? Is the market up or down? Questions like these are frequently heard when referring ...
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Why Should I Consider Opening a 529 Plan?

It has been said that buying a home will be the most expensive purchase in most people’s lifetime.Jeremy Witbeck, Partner ...
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What Should Be Included in a Comprehensive Estate Plan? (Continued)

Today, I will discuss the durable power of attorney, healthcare power of attorney, and guardianship designations, concluding our conversation about ...
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Transparent holographic architecture plan of smart house above smartphone. internet of things technology on mobile devices via wireless web. Iot concept. Project of surveillance and safety estate.

What Should Be Included in my Comprehensive Estate Plan?

Often, when people talk about creating an estate plan, the conversation revolves around the need for a revocable living trust ...
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Why Do I Need a Living Trust if I Created a Will?

One of the common estate planning misconceptions is that once a person has a will in place, there is no ...
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