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The Importance of Asset Location – October 2021

As you build your investment portfolio, it is imperative to consider your strategy for asset allocation and How that squares with your risk tolerance.  But in addition to asset allocation, asset location is also an important factor.  Asset location, as distinguished from asset allocation, is a separate consideration in the investment strategy that helps to…

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Third Quarter 2021 – Not So Grande

The surge of a new COVID variant, a global supply chain struggling to keep up with demand, inflation on the rise, a major debt crisis in China, and the looming threat of another government shutdown here in the US made the third quarter anything but ordinary. Despite all this uncertainty, the US equity markets did…

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Basics of Cost Basis – September 2021

Any time an assets is sold, whether it be stock, real estate, or another investment assets, the gain or loss on the sale will be determined by calculating the difference between the cost basis and the amount for which the asset is sold.  Generally, the cost basis is the purchase price, leaving out exceptions for…

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Dividing Tangible Personal Property in an Estate – August 2021

Most people are likely to leave behind tangible personal property when they die.  This property typically includes jewelry, clothes, vehicles, furniture, household furnishings, silver, books, art, photos and anything else you can touch.   Distributing the property can be difficult since it can rarely be done equally.  In addition, many items may have little or no…

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A Big Planning Mistake…Incorrect Titling of Assets – July 2021

Planning for a family’s transfer of wealth and ensuring successful execution is a complex process.  Clients look to their trusted advisors for guidance when it comes to defining and executing their estate plans for future generations.  Too often, individuals and families go through an arduous financial and estate planning process and then fail to finish…

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Halftime 2021

On May 25th, the number of restaurant reservations made on OpenTable returned to pre-pandemic levels and during June, the average number of video streaming services utilized per U.S. user declined for the first time.  “Cord-cutting” is rising again and the number of Costco memberships is now higher than the number of U.S. households that pay…

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