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Tariffs, NAFTA, and Brexit all clouded the view for global trade going forward and the impacts that might have on economies and companies.  The US equity market posted a positive return, outperforming both non-US developed and emerging markets.   Value stocks underperformed growth in the US across large  and small cap stocks.  Small cap stocks u

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As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

I don’t know about you, but for me every paycheck is like a mini Christmas that ends nearly immediately when reality sets in. Bills, rent and saving for retirement makes every payday a budgeting reality. So in these times, it’s important to take some relatively easy steps to stretch your budget.

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance after we retire is often met with strong opinions as to whether or not it makes any financial sense. After all, the cost of life insurance increases significantly over the age of 65.

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe.