What is the annual gift tax exclusion? We all know the expression that there are only two certainties in life: death and taxes. We just don’t always think about the collision of these two forces at the worst possible time if we neglect strategic lifetime tax planning....
Guess who showed up as value this summer?! One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or...
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