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    • Monthly Quicktake
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  • CLIENT LOGIN
    • TD Ameritrade Institutional
    • Capitect
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    • Blueleaf
    • Folio Institutional
  • HOW WE’RE DIFFERENT
  • OUR STORY
  • RESEARCH
    • Weekly Market Update
    • Monthly Quicktake
    • Quarterly Outlook
  • CONTACT US
  • CLIENT LOGIN
    • TD Ameritrade Institutional
    • Capitect
    • NFS/Fidelity
    • Blueleaf
    • Folio Institutional

Understanding the Gift Tax

Most of us will never face taxes related to money or assets we give away.   “How can I avoid the federal gift tax?” If [...]

By John Rothe|2017-07-10T14:37:48+00:00July 10th, 2017|Financial Planning|
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Important Estate Planning “To-Do’s”

    Things to check and double-check.                                     [...]

By John Rothe|2017-06-05T15:31:11+00:00June 5th, 2017|Financial Planning|
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The information contained in Riverbend Investment Management's website are of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of Riverbend Investment Management on the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. Any links to third party websites are offered only for use at your own discretion. Riverbend Investment Management is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.
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