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What’s your tax reform IQ? Top 10 takeaways

Tax Reform

On December 22, 2017, President Trump signed into law the highly anticipated tax bill, and most provisions became effective on January 1, 2018. For the first time in over 30 years, we are faced with an overhauled U.S. tax code and revised regulations that have made it even more massive and labyrinthine. In our continuing effort to keep you abreast


Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
Fiduciary NC.jpg

Understanding the importance of working with a fiduciary.   Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care.  A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term. Establishing a trusted relationship with an experienced fiduciary


Capital Perspectives March 2018

Tony Roth |
Investment Management

In the March issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Between a rock and bull run, looks at the February stock market correction and beyond.   In Focus discusses two different ways to go about investing cash, and why one approach may be preferable.  Investment positioning, major themes,