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Ohio Valley-Tennessee Market Support Staff

Client Resources

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?
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Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
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Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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