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8 Birthdays that Can Impact Your Tax Returns

If you are age 50 or older, you may see a change in your tax returns. Discover the 8 tax birthdays that can impact your contributions or distributions.
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Proactive Financial Management: Why Does It Matter?

Proactive Financial Management: Why Does It Matter?

Preventing issues before they arise can help with your financial well-being. Learn why you should start proactively planning in your financial life today!
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Investor Behavioral Bias and Focusing on the Short-Term

Investor Behavioral Bias and Focusing on the Short-Term

Behavioral bias can impair an investor’s decision making in providing rational and consistent financial advice. Read more about overcoming behavioral bias.
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Annuity Taxation: Why Annuities Are Bad for Taxes

Are you confident that your tax preparer is providing you with tax projections that are right for you and your family? Read why annuities are bad for taxes.
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Tax Management Tip: Don't Ignore Capital Gain Distributions

Tax Management Tip: Don’t Ignore Capital Gain Distributions

Capital gain distributions are making a comeback, but not all investment managers are prepared for its return come tax season. Read more here.
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Asset Allocation vs. Asset Location

Asset Allocation vs. Asset Location

Asset allocation has been the cornerstone of portfolio management. However, asset location is as important if not more tax efficient. Read to learn more.
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Fiduciary Standard vs. Suitability Standard

Fiduciary Standard vs. Suitability Standard

Advisor Eric Oh explains the difference between a fiduciary standard and suitability standard, and why we strive to operate under the highest standard.
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Money Management vs. Wealth Management

Money Management vs. Wealth Management

Advisor Eric Oh explains the difference between a Fiduciary standard and Suitability standard, and why we strive to operate under the highest standard.
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This content is provided for educational purposes only. Commentary should not be regarded as a complete analysis of the subjects discussed and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. The information presented does not involve the rendering of personalized investment advice and should not be viewed as an offer to buy or sell any securities. Information is derived from sources deemed to be reliable and is provided in general and should not be construed as legal advice. Always consult an attorney regarding your specific situation. Tax rules and regulations are subject to change.

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