Bitcoin, Blockchain, and Bubbles

January 5th, 2018  | by S. Morrow Bailey

Bitcoin (BTC) is a decentralized application that enables trust-minimized payments to anyone, anywhere in the world. BTC transactions are recorded on a blockchain, a distributed ledger controlled by no single entity. A good way to think about BTC is as a computer program that, like any program, just abides by the rules its creator promulgates….

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Tax Strategies to Consider BEFORE Year-End

December 15th, 2017  | by Brook  Lester

The tax bill has been passed by Congress and is expected to be signed by the President later this week.  Throughout this process, we have been continually asked what year-end planning clients should consider in light of the bill.  Unfortunately, there is no easy answer.  The tax bill is largely aimed at corporate income tax…

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6 Critical Concepts of Financial Literacy

December 6th, 2017  | by William Spitz

We pride ourselves on providing our clients with education on important investment and financial planning concepts and, despite the risk of overkill, we find that repetition is important because they are not always easy to grasp.  Specifically, an understanding of these ideas will help you understand our approach to investing, assist you in evaluating the performance…

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2017 Holiday Reads From The Desk of Mark Bell

November 22nd, 2017  | by Mark Bell

As we head into the holiday season (BLACK FRIDAY IS UPON US!), we put forth some ideas for gift giving from an extraordinary year of publishing.  These six books top our list.  (Click on the picture or the name of the book to be taken directly to Amazon.com but we also encourage you to support your local book purveyors!)…

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Diversified Digest: November 13

November 13th, 2017  | by Jason Lioon

Crown Prince Mohammed bin Salman, the leader of a Saudi anticorruption commission, has had hundreds arrested over the past week, including prominent investor Prince Alwaleed bin Talal.  This has shaken up a kingdom that has traditionally been dominated by a seemingly untouchable elite.  Many have surmised that this is a cash grab or an effort…

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