Grants for First Responders & Volunteer Fire Departments

COVID-19 has put financial stress on individuals, businesses, and most of all, our first responders. During these times of difficulty for our nation and our world, our first responders are stepping up to the front lines–“one for all.” Our government has created several grants to provide financial support to our first responders, specifically our fire departments.

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Offered a Buyout? Considerations to Make a Confident Decision

Learn about the questions you could ask yourself if offered a buyout to feel confident in your decision.

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The Top Three Things We Have Learned About The New Tax Law

For the last two months, our Private Client Group has been focused on year-end tax planning.  Our team has performed dozens of tax projections and has found several items about the new tax law that don’t seem to be getting much attention.

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Would You Take Investment Advice From Floyd Mayweather and DJ Khaled?

Bitcoin mania reached a new low with an SEC settlement against Floyd Mayweather, Jr., and DJ Khaled for improperly promoting investments in initial coin offerings. Almost one year ago, Bitcoin mania was at its peak.

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Wisdom, Experience, and Life Lessons

It is always wise to listen to those who have come before us.  They have experience and wisdom that younger generations lack.  That is why I found the post done by WSJ columnist Jonathan Clements so insightful.  Here are 11 changes he sees in himself, and others, as they age.

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Due Diligence? Really?

How does an all-expense-pay three-day trip to the Ritz Carlton Hotel in Marina del Rey, CA sound? Vacation conferences can cloud an advisor’s judgment and make her more inclined to recommend a client that may not be in that client’s best interest.

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How Poker Can Make Us Better Decision Makers

Poker is all about consistently making great decisions. Winning is a byproduct of that decision-making.  It doesn’t happen every time, but you can tilt the probabilities in your favor. 

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The Dirty Little Secret About Warren Buffet’s Bet With A Hedge Fund Manager

Warren Buffet made a bet with a hedge fund manager that just ended. The bet was pretty simple. Put up $1 million and pick the best investment for a 10 year period (bet started on 1/1/2008). The winner would give the $1 million to the charity of their choice. 

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Are You A 1%’er?

The IRS recently released a report with some interesting data on income trends in America. As you would expect, it takes a lot to get in the top 1% of all taxpayers. Here are some of the stats.

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