Monthly Archives: November 2016

Marcus Iwig

A group of us from the office were at a luncheon the other day when I received a text from my wife.  It seems the IRS left her a voicemail informing her they are filing a lawsuit against us.  I assume they meant her, but for the sake of argument, I’ll use the word “us.” Having been in the tax industry for many years, I can tell you the IRS will...

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Lisa Lehan Headshot

By: Lisa M. Lehan, J.D., of Koley Jessen P.C., L.L.O.

What exactly is an estate plan? Webster defines “estate” as all of the things that a person owns and “plan” as something that a person intends to do. Put these definitions together and your estate plan sets forth your intentional decisions about the ultimate disposition of your property. The process of establishing your estate plan involves three primary components: (1)...

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Kent Kramer

Author’s note: These observations were written between 11:30 pm and 12:30 am while watching US election results on various networks and web platforms. Since then, it’s been interesting to see how rapidly markets and investors adjusted to what seemed distressingly shocking economic news less than 72 hours ago.

Election night, November 8, 2016 At 11:30pm CST it's beginning to look like Donald Trump will become the 45th President of the...

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Ross Polking Thumbnail Photo

Investors don't mind risk until it creates red numbers on their monthly statements.  Knowing how much loss you can tolerate, before the inevitable market dip, is the key to long-term investing success.  Volatility is never enjoyable when it takes us south.  The secret to surviving the days of 200 point drops in the Dow is to be prepared before it happens...because it will happen. Over the past 20 years, the S&P...

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