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Maximize Your 2024 Tax Benefits with NuView Trust!

News, Taxes,

Maximize Your 2024 Tax Benefits with NuView Trust  As the calendar turns to 2024, tax season is upon us once again. At NuView, we’re committed to making your tax preparation smoother and more efficient.  Simplified Access to Tax Forms This year, accessing your NuView account tax documents is simpler than ever. You can easily download […]

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NuView COVID-19 Update

CEO Updates, Community, News,

Together we are facing COVID-19, an unexplainable virus that has disrupted most of our lives, whether it is travel, entertainment, worship or perhaps even employment. While it seems we aren’t able to control a lot during these unprecedented times, NuView remains focused on helping our clients.

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Unintended Consequences of Government Policy

News, Taxes,

Government policies have a strong influence on the economy and markets.  Those policies can accomplish both their intended results, but also create unintended consequences.  The specific government policies that we are referring to include zero interest rates, quantitative easing, excessive growth of government spending in excess of tax collections and GDP growth, tax cuts, tariffs, […]

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Stock Market Volatility?  Don’t Worry, it will all Work Out…

News, Other Investments,

  As I write this brief piece, the Stock Market, represented by the Dow Jones index has plunged over 1300 points from record heights.  While this represents about a 5% decline, it seems like a volatile way to prepare for retirement.  Meanwhile, stock pundits are encouraging calm – as the losses only represents half of […]

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Trump Signs Retirement Executive Order 

News

  Last week President Trump signed an executive order to expand access to employer sponsored retirement plans such as 401Ks. How big a deal is this? The purpose is to get more employers to offer sponsored plans to their employees – especially companies with smaller number of employees.  Forty Seven percent of all employees that […]

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Important Updates for NuView Clients

Blog, News,

  Please be advised that: Your account statements from 2017 Q4 are now available in your client portal. Simply login to your client portal to access and/or download your statement. Valuations are due. The deadline for Fair Market Valuations is January 31, 2018. There is a $25.00 fee per quarter per asset that will be […]

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