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  1. Home
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Financial Articles

Achieving financial wellness involves education and staying abreast of industry news.

2023 Outlook

Goodbye TINA (there is no alternative)

In this outlook we find ourselves on the other side of the market pendulum, seeing greater opportunity in 2023 albeit amidst a period of considerable uncertainty.

Have you thought about...

Tax Update - Four Planning Considerations Despite Legislative Limbo

More than six months after President Biden outlined key tax policy proposals, taxpayers are still waiting for clarity on tax legislation. As of this writing, the administration’s Build Back Better Act...

November 4, 2021

Biden Administration Tax Proposals

What was announced, what was excluded, and what to keep in mind On April 28, the White House released the “American Families Plan” which outlines the administration’s goals for investing in children...

May 13, 2021

The Right Answer for Portfolio Management

Debates continue about the best way to manage an investment portfolio. Regardless of one’s investment preference, there are convincing arguments for both diversified as well as concentrated strategies...

April 16, 2021

See All Financial Articles

Have questions after reading an article?

Reach out to us at 860.435.5205 for advice or a complimentary, no-obligation financial review.

If you already have a financial plan, take advantage of our expertise to get an unbiased review and potentially some options for you to consider.

Securities and investment products offered through Salisbury Bank Wealth Advisory are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by the bank or any bank affiliate. These products are subject to investment risk, including the possible loss of the principal invested.

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