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Insights & Ideas

Keeping you at the forefront of modern investing
If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax.
Here’s a calendar of financial tips and tasks for 2017, including important deadlines and changes for the year.
The book is closing on third quarter earnings, which were stellar; but is it time to worry about a bar set too high in 2018?

So far, 2017 has been a strong year for global stock markets. Although we can’t know what the new year will bring, here are five reasons for investors to be thankful this holiday season:

Two tax reform proposals are moving through Congress, but the differences between them will need to be resolved before any bills become law.
Emerging market bonds have performed well so far this year, but high valuations and growing risks dent their appeal.
What the IRS rule on wash sales might mean for you.
Launching a startup in retirement? Consider the following guidelines as you embark on your new business venture.
A Coverdell Education Savings Account is a great way to invest money to help pay for your child's college education.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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