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Quarterly Commentary

New ABLE Accounts for Disabled Adults Soon to be Available

By Ann Summerson, Senior Vice President and Financial Planner

The Achieving a Better Life Experience (ABLE) Act signed into law at the end of 2014 is intended to benefit disabled adults by allowing them to open and fund tax-free savings accounts. It took eight years for the act to finally become law but starting as early as this year, individuals with physical or mental disabilities will have access to new tax-advantaged accounts to help them and their families finance their needs...Read More


Market Insight

July, 2016

Quarterly Commentary

Contributed by The Wise Investor Group


The Wise Investor Show

The hosts of the Sunday radio broadcast “The Wise Investor Show,” provide listeners with the market insight and tools they need to become better investors. They also deliver a Midweek Update on the topics vital to achieving long-term financial security.

*GE (General Electric) and AAPL (Apple Inc.). Robert W. Baird & Co. Incorporated makes a market in the securities of these companies.

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