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Want to Keep More of Your Investment Returns? Consider These Moves

Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state …

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And the winner is….

Join us on November 14 to celebrate these outstanding family businesses! Community Engagement Happy Chicken Farms Family Business of the Year Kimball Midwest Lifetime Achievement Dr. John Swartz, Lakeshore Cryotronics Milestone Awards 1 millionth ticket – Easy IT 15 years – Environmental Pest Management 25 years in Central Ohio – Hylant 25 years – Integrated …

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Study Links Good Financial Habits to Achieving Happiness

Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has …

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What to Look For in Your 401(k) Service Provider

What to Look For in Your 401(k) Service Provider Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis 401(k) salary deferral plans are among the most popular retirement plans today. Nearly every financial services company brokerage – firms, banks, …

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