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About
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Tax Planning
Our Team
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Administration
Our Clients
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Investment Committee Commentary
Investments in U.S. Real Estate Investment Trusts (REITs)
February 2024
Government Debt and the Normalization of Interest Rates
January 2024
Missed Opportunities with Market Timing
November 2023
A Look at Market Valuations
October 2023
Data Driven Markets and Changing Market Forecasts
September 2023
Cash, Certificates of Deposit (CDs) and Fixed Income Investments
August 2023
Fitch Downgrade and the Recent Rally in Equity Markets
July 2023
Mid-Year Commentary
June 2023
Company Size Disparity – Valuations Still Matter
May 2023
U.S. Debt Ceiling
April 2023
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Kevin Warsh at Jackson Hole: Reform, Not Signaling
Aug 30, 2026
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Leaving Illinois for Estate Tax Reasons: Don’t Overlook the Retirement Income Tradeoff
Aug 28, 2026
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Market Volatility and Diversification
Jul 30, 2026
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Investments in U.S. Real Estate Investment Trusts (REITs)