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Bridging the Gap

Between industry news and personal experience.

5 Tips for When the Markets Get Rocky Thumbnail

5 Tips for When the Markets Get Rocky

Instead of panicking and immediately changing your investment strategy, it’s important to keep perspective and maintain your focus on the long-term, no matter how rocky the markets may become. So, when stock market volatility strikes, lets look at some strategies to help you maintain your sanity and perspective.

Blogs
Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

Blogs
How to Create an Estate Plan Thumbnail

How to Create an Estate Plan

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

Blogs