BLOGS
FROM THE DESK OF THE CWS TEAM
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TRUSTED ECONOMIC PERSPECTIVES
It’s Not a Bubble
Ever since the stock market bottomed in 2009 during the financial crisis, people have been coming up with reasons why the bull market was about to end.
Elections Have Tax Consequences
The seemingly endless election of 2020 is finally over, with Democrats winning both Senate seats in Georgia.
September New Home Sales
Following four consecutive months of substantial gains, new home sales took a breather in September.
OUTLOOK
Protect Your Assets With a Trust
A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s “grantor” — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust is managed by one or more trustees. Trusts may be revocable or irrevocable and are sometimes included as part of a will.
Creating a Plan for Effective Wealth Transfer
Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so.
Advance Directives: Planning Ahead for Your Own Care
Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this potential concern.
FINRA Resources For Investors
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