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Rising Interest Rates: The Downside of Economic Recovery

Over the last several years, investors have grown accustomed to historically low interest rates. Ever since the Federal Reserve Board’s target fed funds rate–the rate at which banks lend to one another–hit a high above 19% in mid-1981, the long-term direction of rates has been downward. In the last decade, the Fed’s data* shows the [...]

TWO YEAR GIFT TAX WINDOW – Don’t let this one close on you!

Allen G. Yee The end of the year is always met with a flurry of activities and changes, making it very difficult to touch on and discuss everything.  However, this past December historic tax legislation was signed into law that can potentially have a significant impact on how you handle the succession of your wealth.  [...]