We hope you enjoy our most recent newsletter. Included you will find some tax changes for you to consider before 2016 closes, tips for paying for college and our most recent blogs from our advisors talking about why they love to travel to how they choose their words to live intentionally.
We would like to call your attention to the most recent Market Insight where Steve discusses the perennial debate about whether passive or active investing is the superior methodology. Read here.
At the end of 2015 Congress passed a tax bill that may impact you!
Here are the highlights:
Charitable giving incentives: