Last Minute Tax Tips


As we move into the final days of 2014, it’s not too late to take actions that can reduce your tax bill. As usual, all else being equal, it’s a good idea to defer income and accelerate deductions. Waiting until 2015 to realize capital gains can make sense, as can bunching deductions like charitable donations […]

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2015 Market Outlook from SSGA


Investors would be hard-pressed to find many broad asset classes that had done anything but go up this year until volatility reared its head in October. While there have been periods of dispersion in returns, most portfolios are sitting on decent gains since markets bottomed in March 2009. This year, risky assets have performed resiliently […]

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How Financial Advice Helps People Get Ahead


Eighty-six percent of Americans who get advice take positive steps toward improving their financial well-being, according to a new survey by TIAA-CREF. More than half change their spending habits, increase the amount they save each month and even establish an emergency fund. What’s more, two-thirds of those who get advice say they feel optimistic about […]

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Congress Finally Extends Tax Breaks for 2014


Well, finally. Congress on Tuesday night extended dozens of expired “temporary” tax breaks for 2014. It took the Senate, by a 76 to 16 vote, until the week after Congress was supposed to adjourn to pass the bill, which the House had already approved. The bill will now be sent to President Obama, who is […]

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Mentor Monthly Missive – December 2014


Mentor Monthly Missive – December 2014

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