Brexit: Britain Votes Leave

In a tight 51.9% to 48.1% vote, the U.K. has voted to leave the European Union. As expected, the reaction in equity markets was negative. We believe our diversified approach should serve investors well, and we remain diligent in evaluating future investment opportunities as financial markets react to the news. On June 23, Britain took to the polls...
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No End to the Uncertainty

The U.S. Federal Reserve decided not raise the Federal Funds rate at its latest meeting, citing "Recent global economic and financial developments” as rational for the lack of movement. In light of China’s plight, stock market volatility and the strength of the U.S. dollar, the Fed’s decision to hold its ground come as no surprise to us. That noted...
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Saving $30,000 in Taxes

We regularly discuss with our clients and prospective clients the need to review and understand their tax situation before making changes or recommending investments. After all isn’t it important to know the cost of a transaction before entering into the transaction? It’s why one of the first things we do is review a new prospective client’s tax re...
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