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Tax-Wise Portfolio Rebalancing

May 5, 2017

Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes,…read more

ESOPs as Retirement Plans

April 24, 2017

Among the retirement plans that small businesses can offer to their workers are employee stock ownership plans (ESOPs). As the title indicates,…read more

Dealing With an IRS Audit

April 5, 2017

IRS data indicate that fewer than 1% of all individual income tax returns are audited each year. That’s true, but some taxpayers…read more