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Report: 2019 Year End Tax Planning

In Special Reports, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …

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Report: 2019 Year End Tax Planning

In Special Reports, Special Reports: Kansas City Office, Tax Planning by Scott Dougan

YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …

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Report: Quarter in Review

In Investment Management, Special Reports, Special Reports: Kansas City Office by Scott Dougan

Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …

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Report: Quarter in Review

In Investment Management, Special Reports, Special Reports: Salt Lake City Office by Scott Dougan

Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …

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Back to the Basics: Total Value

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2019, SLC Fall 2019, Tax Planning by Scott Dougan

So much attention gets paid to the growth (or decline) of the stock market that I fear we can become hypnotized by it and fall prey to sloppy fundamentals from time to time. How do I know this? Because many of the people we work with admit to receiving each investment statement and simply doing the ol’ “Is it up …

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Briefcase Study: “So, compared to others, how are we doing?”

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2019, SLC Fall 2019 by Scott Dougan

This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …

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Client Spotlight: Tom and MaryKaye

In Articles, Articles: Salt Lake City Office, SLC Fall 2019 by Scott Dougan

England, Scotland, Ireland Tom, who worked in social services and at Primary Children’s Hospital and MaryKaye, who ran a Preschool program and taught the Pre-K4 class, finally made the decision to head down the road of ‘official’ retirement. One of their first adventures included a trip to the UK to visit their youngest daughter, who is there working on her …

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State of the Union

In Articles, Articles: Salt Lake City Office, SLC Fall 2019 by Scott Dougan

Join Us December 4th Salt Lake Community College Miller Campus 9750 South 300 West Draper, UT 84020 We will be doing an end of year ‘State of the Union’ event with our Chief Investment Officer; Mike Sorrentino on December 4th. This event will allow clients and prospects to hear from Mike and get his thoughts on what happened in 2019 …