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News & Articles

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Mid Year Market Update

It has been an interesting year in the market. With drops of 20% in the first quarter followed by gains of nearly 20% in the second quarter, 2020 sure has been one of a kind.

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Tax Management Techniques

I've always loved the expression "It's not what you make, it's what you keep." I wanted to share some high level techniques to help improve your after-tax returns.

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Mega Backdoor Roth - 2020 Update

The Mega Backdoor Roth is one of the best retirement planning tools for high-income earners who have an employer with the right set-up. I wanted to update some of the numbers for 2020 on this wonderful planning concept.