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Newsletters
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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 The information contained in this Newsletter has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and does not purport to be a complete analysis of any security, company, industry or index.  This report is not to be construed as an offer to sell or a solicitation of an offer to buy or sell any investment discussed in this Newsletter.  The information in this report in no way attempts to provide accounting, legal or tax advice.  You should always consult your legal, financial and tax advisors before acting on any information contained in this Newsletter.  Additional information is available upon request.