Short articles about finance-related topics

  • Compassionate But Clinical

    By Steve Weintraub

    A long-time client recently reached out to let us know that their last surviving parent was with Hospice. We were supportive emotionally and empathetic about the transition of losing a parent. However, we also felt compelled to step back and put on our clinician’s hat as

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  • Election 2020

    By Steve Weintraub

    Elections have been part of the U.S. landscape for 232 years. However, Shakespeare wrote the WCF playbook on investment strategies 200 years earlier when he penned Much Ado About Nothing.

    To inform our communications on the eve of the 2020 Election we dusted off our 2016

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Filters
List of articles in category Insights
Title Created Date
Tax Calendar Guidelines 28-May-2020
Has the World Gone Mad? 05-Mar-2020
A Brief Overview of Federal Income Taxes 17-Dec-2019
Can Two Wrongs Make a Right? 22-Nov-2019
Ancient Greek Investment Advice 15-Oct-2019
Diversification or Di-WORSE-ification 16-Sep-2019
Tax Reform and Charitable Giving 19-Dec-2017

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