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Basically, a fiduciary is a person or organization who has specific rights and powers to act for another’s benefit

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Fiduciaries: Choose wisely!

Wealth Management Insights

Basically, a fiduciary is a person or organization who has specific rights and powers to act for another’s benefit

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In Defense of Intelligent Share Buybacks

Wealth Management Insights

In Defense of Intelligent Share Buybacks

While share buybacks aren’t perfect, we find much of this criticism misguided. Stock buybacks are not inherently either good or bad. They can create enormous value when executed intelligently, and they can destroy value when used inappropriately. Not all buybacks are created equal.

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New Year, New Tax Rules to Know

Wealth Management Insights

New Year, New Tax Rules to Know

The New Year is always a good time to get reacquainted with your tax situation.

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The Importance of Emotional Stability in Investing

Wealth Management Insights

The Importance of Emotional Stability in Investing

Emotions make us human. In the stock market, the two prevailing, opposing emotions are fear and greed. In 2018, there was a tug-of-war between the two – with fear the clear winner as the year drew to an exhausting close.

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Not All Accounts are Created Equal - Understanding what Different Trust Types Mean

Wealth Management Insights

Not All Accounts are Created Equal - Understanding what Different Trust Types Mean

Whether you are in the process of creating your estate plan or finding out you are the beneficiary of someone else’s planning, one thing is for sure – the variety of trusts can make things confusing. Not all trusts types are created equal, and it’s important to know what they can accomplish, what they cannot, and what to expect if you become connected to a trust as a trustee or beneficiary.

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