Resources

To help keep our clients informed, we've collected a list of valuable resources.  Please feel free to take advantage of the information provided here.  We hope you find it useful.

MARKET COMMENTARIES

Bob Carey, First Trust 

Brian Wesbury, First Trust

Lord Abbett  

Bob Doll, Nuveen

EDUCATION SITES

Learning Center

(NOTE: All Khan Academy content is available for free at www.khanacademy.org)

CLIENT LOG-IN

Schwab.com

USEFUL INFORMATION

        Tax Reference Guide 2017

        Tax Reference Guide 2018

        Frequently Asked Questions

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