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Some holiday gifts you provide to members of your family, employees, and others may also yield tax benefits. Here are some examples:

The first decade of the 21st century, and the second one that's drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. Also, focusing on known drivers of higher expected returns can increase the potential for long-term success.

Over the past few years, several wildfires have been blamed on power lines downed during periods of low humidity and gusty winds, which typically occur in the fall. The 2018 Camp fire, sparked by downed power lines, was the deadliest in California history, claiming 85 lives and causing more than an estimated $16 billion in damages.

An Investment policy statement (IPS) is a statement that is a road map for you and your advisor in structuring your investments according to your goals. It spells out your investment goals and objectives, outlines the asset allocation targets, and the specific types of securities to be used with the expected risk/return profile of your portfolio.

We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete.

Once you turn age 70 1/2, the tax code mandates that you withdraw a tax code–defined required minimum distribution (RMD) from your traditional IRA.

Kids learn the basics in school – reading, writing and arithmetic, but schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

There’s a misconception in the markets: value stocks have lost their vigor.

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil… you name it. There’s plenty to think about these days.

Sometimes it takes celebrities like Whitney Houston or James Gandolfini, to show how poor estate planning can be costly and disruptive in so many ways. Philip Seymour Hoffman’s untimely death on February 2, 2014 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied.