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Quarterly Considerations 12/31/2017

A New Year – We’ve issued two new publications to help you prosper this year: Five Key Themes for 2018 and 2018 Financial Planning Considerations. Please ask us for your copy.

Corporate Plans

2018 DC Plan Trends – We expect greater use of auto features, financial wellness programs and increases in match due to tax reform savings for corporations. Please let us know if you’re interested in learning more.

DB Funding Levels – Funded status for S&P 1500-sponsored pension plans increased to 84% in 2017, up 2% from the prior year, according to Mercer. Positive equity and fixed income returns helped overcome interest rate declines.

Private Client
Let Us Be Your Guide – The 2018 Financial Planning Guide is now available! Please contact us to receive your copy of this highly practical tax and financial planning resource.

It Really Happened – On December 22nd, 2017, President Trump signed the Tax Cuts and Jobs Act into law. We can help you understand how changes to the tax code included in this legislation may impact your portfolio as well as your overall investment and estate planning strategies.

New Year, Same Allocation? – The beginning of each year is typically a good time to reassess and reconfirm your overall investment strategy. Given changes in financial markets over the last 12 months, We can help you ensure your portfolio’s overall asset allocation continues to align with your specific, long-term investment goals and objectives.

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