Ever since the Tax Cuts and Jobs Act (TCJA), many taxpayers have shown concern about losing tax breaks for charitable contributions. However, with the right plan, taxable entities can still benefit from donations.

Reuters: Fidelity sued over management of employees’ 401(k) plan

“Employees of Boston-based Fidelity have sued the financial services giant alleging that it loaded their $15 billion retirement plan with the company’s own mutual funds, saddling it with excessive fees and poor returns. Filed on Wednesday in Boston federal court, the proposed class action said Fidelity’s alleged mismanagement cost participants in the 401(k) plan more…
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Recession Indicators in Real Estate Markets

If you read the news yesterday, then you probably noticed the Dow Jones dropped more than 800 points.” Both the Dow and S&P 500 posted their biggest one-day drops since early February, while the Nasdaq notched its largest single day sell-off since June 24, 2016 (CNBC).” Leading up to the Great Recession, one of the…
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Austin First Financial is the parent company of The Retirement Instructor. I founded Austin First Financial, Inc in 1999 to aid Austin residents with their retirement planning. Since then, The Retirement Instructor was founded for my adult education classes. The Austin American Statesman & Austin360 polled the Austin community and they discovered that Austin First…
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Artifical Intelligence Can Improve Your Retirement Investment Strategy

Solomon API is a Powerful AI Investment Tool Solomon API is an artificial intelligence tool for global economic research. Solomon utilizes quantitative modeling and real-time global data assimilation to present you with data in an easy-to-process format. In addition, Solomon utilizes translation to help investors capture bull market opportunities and avoid severe market corrections. Solomon…
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Scott Campbell, RICP is a FiveStar Wealth Manager

  View this post on Instagram   I was recently featured in Texas Monthly as a FiveStar Best in Client Satisfaction Wealth Manager. No self nominations were accepted and only SEC compliant advisers were considered. This is my fifth year receiving this distinction and it’s truly an honor! #austin #austintx #atx #texas #wealthmanager A post…
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Complimentary Access to Our Powerful Portfolio Monitoring System

Portfolio Monitoring Software Reduces Your Investment Risk If you’ve been investing in market-based securities, you probably understand how important market risk is. Not all investments are tied to the market, but any that you do have will face the risk of devaluation during the term of your investment. You can mitigate this market risk by…
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