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Cheaper Oil:
Winners and Losers

How will the U.S. and other global economies benefit from the plunge in oil prices? Bruce McCain shares his insights.

Uncover new opportunities

  • Don’t lose money trying to cut taxes

    When is the right time for tax-loss selling? Learn more from Bruce McCain on Forbes.com.

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    Don’t lose money trying to cut taxes

  • Q1 Economic Update

    Insights by Bruce McCain, Chief Investment Strategist.

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    Q1 Economic Update

  • What's really holding back U.S. housing

    Read about the state of the housing and real estate markets from Chief Investment Strategist Bruce McCain on Forbes.com.

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    What's really holding back U.S. housing

  • Living well in retirement

    Chief Investment Strategist Bruce McCain shares the keys to successful retirement investing on Forbes.com

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    Living well in retirement

  • Benefit from our team-based approach

    Meet with our team of professionals who can provide expertise and solutions to help manage your wealth management needs.

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    Benefit from our team-based approach

  • Protect your Future with Estate Planning

    Even if your estate is non-taxable, an estate plan addresses other important family matters and clearly defines your wishes.

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    Protect your Future with Estate Planning