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January 2019 Quarterly Market Update

Please take a moment to view our latest PSG Market Update (by clicking on image below). We encourage you to contact your PSG advisor with any follow-up questions. Feel free to also share this pertinent information with friends or business associates who may be...

Charitable Giving and Holiday Tax Planning

It’s the most wonderful time of the year!  As the 2018 tax year comes to an end, many of our affluent clients will use gifting strategies to reduce taxable income while living generously through charitable opportunities.  Not only do you get to contribute to a cause...