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Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve September 16, 2019—Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals.

EXECUTIVE SUMMARY * Markets have performed very well this year which seems to have brought out the recession forecasters, stick to your plan and avoid the noise. * Congress is currently mulling over two bills which will significantly impact retirement planning in the long run, The SECURE Act (House), RESA (Senate) * There

This tax season was one for the record books. It seemed like the question on the mind of everyone was, “How did the tax reform impact me?” Data provided by the IRS through 04/12/19 of this year provides us with some interesting information which we would love to

EXECUTIVE SUMMARY * Stocks have reclaimed most of the losses of the 4th Quarter of 2018 with all asset classes participating in the march up as deteriorating global economic conditions seem to have stabilized. * The disparity between interest rates available for cash saving options are broad and represent a great planning

Acquisition of 1st Global, our Wealth Management Partner, by Blucora Dear Valued Client, Significant news from our wealth management partner, 1st Global, was released recently. The company entered into an agreement to be acquired by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax