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Don't De-Worse-ify When You Diversify
Don't De-Worse-ify When You Diversify

For an investor, managing money is a lot like managing manure for a farmer. Both live by the credo, "spread it around and it will grow." But as both successful investors and farmers know, you've got to know how and where to spread money and manure, or they end up yielding ...

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Recent Posts
  • Don't De-Worse-ify When You Diversify

    For an investor, managing money is a lot like managing manure for a farmer. Both live by the credo, "spread it around and it will grow." But as both successful investors and farmers know, you've got ...

    Read More
  • Dynasty Trusts: Step Into The Limelight

    You may have seen The Descendants , a popular movie starring George Clooney. In this Oscar-nominated film, Clooney's character, Matt King, has to make decisions affecting a family trust, which is ...

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  • An 'Intentionally Defective' Trust Can Save Taxes

    Under the right circumstances, an intentionally defective irrevocable trust (IDIT) can be an effective estate tax planning tool. These trusts are set up to purposely fail certain technical tests in ...

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  • The Evolution of the Employee Retention Credit

    The pandemic has adversely affected many sectors of the U.S. economy, causing widespread job losses. At the start of the national emergency, Congress created a novel tax break — the Employee Retention ...

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  • Big Changes to the Child Credit for 2021

    The American Rescue Plan Act (ARPA) significantly liberalizes the rules for the federal child tax credit, which means more money in the pockets of eligible parents this year. However, the ...

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  • Disputes Arising Over a Power of Attorney

    As members of the Baby Boomer generation continue to age, many of them are making sure that their estate plans are in order. One important document that fits into an estate plan is a power of ...

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