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In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Ketchup Bottle Economy – December Commentary
Getting ketchup from its bottle is often messy. It never wants to flow easily. The container must be shaken vigorously, or squeezed a lot to find that it still does not come out. Eventually after enough frustration and squeezing, ketchup will flow – often after it explodes with too much red sauce going everywhere. This […]
Peak “Stagflation” – November Commentary
What is Stagflation? Is the US economic environment traveling toward Stagflation? The percentage of news articles mentioning “stagflation” is nearly double (37%) the previous high readings which occurred in the midst of two prior recessions of 2008 and 2001 (both at 21% – see chart at bottom of article). The term stagflation combines two concepts […]
“All of the Above” Multiple Choice Questions & Pivot Points – Nvest Nsights Q3 Newsletter
With the 3Q now complete but the stock market seemingly more choppy since September, investors wonder if the final 3 months of the year and 2022 might offer a resumption of upward trend. For most, it’s a difficult consideration amid the confluence of BIG Government-related issues ranging from significant spending and tax proposals (infrastructure and […]
(Tax) Change is in the Air
It is often said that there are just two certainties in life: Death and Taxes. Or how about “the only constant in life is change”? In 2021, it is hard to recall a client conversation where the topic of potential tax policy changes did not arise. Since COVID, government policy was all about huge stimulus […]
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