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Financial Planning Focus Newsletter

Financial Planning Focus – Second Quarter 2014

Articles in this issue:
Inherited IRAs—No Longer Protected from Creditors
Establishing a Family Mission Statement
Mid-Year Planning for 2014 Taxes
The Risks and Rewards of Managed Limited Partnerships
DC and MD Estate Tax Changes
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Investment Management Letter

Investment Management – Second Quarter 2014

Stock and bond prices rose in the second quarter as the economy rebounded from its winter slump. Despite the 2.9% decline in first quarter gross domestic product (GDP), recent statistics showed a solid rebound in manufacturing and a slow pickup

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