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Private Client Newsletter
January 13, 2017 in Private Client Newsletter

Buy the Election – Sell the Inauguration?

This has been the mantra lately from many in the media. What it refers to is an old stock market idiom of “Buy the rumor, sell the news”. This is most commonly associated with, for instance, buying a stock based on the rumor of it’s inevitable takeover. In turn, one should then sell it when…

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January 6, 2017 in Private Client Newsletter

Your Printable Version of the 2017 Key Financial Data

It’s a new year and with it comes new tax rates, deductions and exemptions. Click below for your own printable version of our 2017 Key Financial Data.

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