Four Gifts +1
We all struggle with the question, “What do you want for Christmas?” If you are a parent with younger children, they want EVERYTHING. When you are a parent of adult children, then the question goes both ways.
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The Grinch has a Present for you
For investors, The Grinch tends to come early every December with the Short and Long Term Capital Gain Distributions only he is not taking away from the Whos, he is delivering taxable income that creates tax bills that come due April 15. Be careful and don’t be surprised if that big present from the Mutual Fund company might be a BIG TAXABLE DISTRIBUTION.
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I Do We Do
There is the legend of you should never make more than one major decision in 12 months
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Are you in the Four T’s
I challenge you to be the pebble that is dropped into the pond and creates a ripple of gratefulness and gratitude across the waters of your life even in the midst of too much Travel, Togetherness, Turkey and Tension
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Now Which Way?
The most popular question that has been in my inbox, my telephone conversations and in nearly every conversation that I have had since November 8, 2016 is………………….
“The Question” – What should you do financially in the wake of the election?
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Looking Back and the Future
We now face the next 70 days of transition as the Obama-led White House makes way for the Trump presidency. Speculation and anticipation will run amuck as the 24 hours a day news cycle continues to pollute our mind with every speck of real and imagined information.
