How The Presidential Election Year May Affect The Stock Market

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In the News: EP’s Director of Tax and Estate in Financial Advisor Magazine

With the new tax law, we sometimes see that our clients’ estate plans are out of date and could use a review.

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In the News: Stephanie Richman in The Street

With the holidays rolling around, there's a lot of pressure to spend on gifts, parties, and family travel.

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What You Need To Know About Tax Loss Harvesting (Video)

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USMCA Deal Removes One Source of Trade Uncertainty

Beggars Can’t Be Choosers

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