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Recent market volatility is a reminder that equity markets are inherently cyclical by nature. At the start of the year, the Wall Street Journal profiled investors who used leverage alongside an investment thesis of “buy and hope”— a fortuitous approach during bull market times — only to experience an awakening ...

Estate planning is an important consideration for every investor’s wealth plan. We often talk about the importance of the mechanics of the estate plan, such as the use of wills, power of attorney, insurance, trusts and ownership of assets. These are fundamental in helping to protect, manage and distribute assets ...