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Thought Leaders in a World of Canned Content


CWG Market Commentary: 7/15/2019 Update from Crown's CIO Thumbnail

CWG Market Commentary: 7/15/2019 Update from Crown's CIO

I’m not sure how you all are feeling, but it seems like 2019 is flying by. We have already reached the midpoint of summer and we hope all your vacations, BBQs and family celebrations are going well. While we will always encourage our clients to stay informed about the financial markets, it’s important to remember that our philosophy is to utilize goals-based investing so that our clients achieve the objectives identified in the financial planning process.

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CWG Insight Series: Real Estate Expertise Combined With Financial Planning Thumbnail

CWG Insight Series: Real Estate Expertise Combined With Financial Planning

At Crown Wealth Group we pride ourselves in going far beyond traditional financial services by offering innovative and holistic wealth solutions. An area of advice that is typically siloed outside of the wealth management industry is the management of real estate assets within a client’s overall portfolio. With real estate playing an integral part of a client’s overall strategy and goals, we have brought this expertise in-house with Tyler Kolbenschlag's affiliation through Berkshire Hathaway HomeServices.

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CWG Insight Series: Bulls and Bears, tame them with knowledge Thumbnail

CWG Insight Series: Bulls and Bears, tame them with knowledge

If you’ve turned on the news over the last week and a half, you’ve either seen reports of the market plummeting or surging. Almost every day it’s been to the extreme one way or the other. Volatility is back and so are the emotions that come with it. But, knowledge is power so arm yourselves with the facts to tame these animals!

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CWG Insight Series: Meals & Entertainment Deduction Changes Thumbnail

CWG Insight Series: Meals & Entertainment Deduction Changes

At a high level, entertainment expenses are nondeductible, and most meals are 50% deductible. Previously entertainment expenses were 50% deductible and a broader array of meals had the potential to be 100% deductible. We anticipate this area of tax reform will be heavily scrutinized by the IRS so it’s important that you properly tag these items if you experience these types of expenses in your business.

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