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  • Strategic benefits for high-income individuals

    An often overlooked aspect of the tax code can allow even high-income individuals to benefit from the unique tax structure of Roth IRAs. 

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  • Protecting Your Business From Fraud

    Cards offer businesses and consumers alike significant convenience and cost savings.
    While many well-known retailers fell victim to credit card breaches over the past year, you can continue to enjoy the benefits of card usage while protecting your business from fraud.

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  • How long will dividends matter?

    With interest rates set to rise, do income-producing stocks still belong in the average investor’s portfolio? The answer: Probably — but it depends.

    When interest rates dropped, many income investors turned to dividend-paying stocks in search of yield. But even as interest rates have risen from their historic lows, dividend yields remain attractive.

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  • Seizing opportunities

    Merger and acquisition activity was strong in 2014 and significant opportunities for high quality companies continue into 2015. How can your business take advantage of trends in the market?  

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