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Percentage Points


12 Nov 2019 | Neil's Notes | Neil Rose

Neil’s Notes

Year-End Planning Tips If you haven’t done so already, consider any applicable year-end tax moves for 2019. These moves include: Maxing out contributions for 401(k), 403(b), Thrift Savings Plans, 457, and IRAs. See the table below for limits.  Taking Required Minimum Distributions (RMDs) if you’re 70 ½ or older. For RMD takers ...

29 Oct 2019 | Neil's Notes | Neil Rose

Neil’s Notes

Disneyland, part deux When my family went to Disneyland almost a year ago, I played the spoil sport. Hell was breaking loose in the stock market. The fourth quarter of 2018 saw a ratcheting up of the trade war, a (misplaced) fear that ...

29 Oct 2019 | News | Cadinha

Cadinha Among the 2019 CNBC FA 100 List

In October, Cadinha & Co. made CNBC’s top 100 firms (#56). Per CNBC, the list celebrates forward-thinking financial advisory firms that continue to uncover new and better ways to help clients navigate their complex financial lives. Obviously, we’re honored to be recognized by a leading business network, ...