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Integrated Wealth Management
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Planning Newsletter - Oct 2017
  • The 10 year anniversary of a record S&P 500 high point is upon us, with several other crisis period anniversaries like the Lehman bankruptcy coming in succeeding months.

  • Reflecting on your experience back then and looking at the recoveries of other financial crises can help prepare you for the next one.

  • The recent tax proposal would significantly change income taxes, but there are many important provisions that have not been specified.

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