2 Jun 2014

Terms of Use

…access; (5) problems with Internet service providers or other equipment or services relating to your computer or network; (6) problems with intermediate computer or communications networks or facilities; (7) problems…

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16 Jan 2014

Morningstar’s Manager of the Year

…market, gaining 18.07 percent per year compared to 14.39 percent for the market. With these results and the accolades from Morningstar, I’ll bet investors were pouring money into the fund….

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24 Jul 2014

Taxes Sure Take a Bite

www.visualeconomics.com with a simple Google Image search. At the time, I forwarded the image to a trust and estate tax lawyer that I worked with to see what he would…