EP Wealth Advisors Acquires Conlon Dart Wealth Management

Acquisition enhances EP Wealth’s reach in the Northwest, bolsters financial planning and investment management expertise and adds more than $500M in AUM

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US News & World Report: 6 Small Business Tax Deductions

With the new tax law, people are often wondering about the new rules and tax deductions—especially small business owners.

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Asset TV: Defined Contribution September 2018

For my business owner clients, I often look into the construction of a retirement plan for their company that can also help them build their own retirement.

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Bankrate: Here’s who will benefit the most from the $59 trillion ‘Great Wealth Transfer’?

When talking about the Baby Boomer generation, sometimes the ‘Great Wealth Transfer’ comes up in the conversation. People wonder how wealth management will change as the holders of massive amounts of wealth change.

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US News & World Report: The Anatomy of a Good Financial Plan

When talking about finances and investments with my clients, I rely on a fundamental question to help guide the financial planning and investment management process.

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