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Rebalanced (our blog)


Our singular focus is on growing and protecting the wealth of our clients. This allows us to act in their best interest, providing objective guidance and disciplined investment management.



Year End Tax Update
November 28, 2016
Keeping in mind that any change in tax policy takes time to enact, this letter outlines Trump's latest tax plan as well as some opportunities available to you before year-end to reduce your 2016 tax bill.

Policy Update – Social Security Benefits
November 5, 2015
Recently Congress announced that it is making changes to the Social Security filing strategies that many couples have used for years to add thousands of dollars to their retirement incomes. Before you read any further, please note that if you … Continue reading