At our firm, we always emphasize to clients the importance of having a financial plan to stick to and why they shouldn’t let short-term market gyrations influence their long-term investment decisions. Certainly, recent volatility has raised concerns about the stock market’s strength, but it is worth remembering that the strong performance we’ve seen over the last several years has benefited investors.*
Read MoreIn 2017, the new federal tax law created Opportunity Zones with the goal of directing investment, development, and improvement in distressed communities around the United States. An Opportunity Zone is defined by the IRS as an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. As you may expect, Opportunity Zones are now, rightfully, getting a lot of attention.
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