Trends
Planning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreWhat Is Direct Indexing?
What Is Direct Indexing? Written By: Nick Ziarek, CFP®, CFA The investment world is always evolving and along with that comes new products and strategies for investors to choose from. The first…
Read MoreGuest Blog: Downsizing and Moving Solutions for Seniors
Guest Blog: Downsizing and Moving Solutions for Seniors Written By: Melinda Stuart, Owner of Smart Moves Did you know the average American moves over 11 times throughout their lifetime, yet it…
Read MoreCelebrating Shakespeare’s 25th Anniversary
Celebrating Shakespeare’s 25th Anniversary Written By: Kevin Reardon, CFP® It’s with great pride we announce Shakespeare’s 25th anniversary of working with our clients and their families. We are thankful for your…
Read MoreA Year in Review: Economic Updates from 2023
A Year in Review: Economic Updates from 2023 Written By: Nick Ziarek, CFA, CFP® It may be cliché, but what a difference a year makes! Following a rocky 2022, which…
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