Meritas Advisors

Thank you for democratizing the markets, Mr. Bogle. https://www.cnbc.com//jack-bogle-founder-of-vanguard-group

Good article on the new tax landscape for charitable deductions in 2018 and beyond. Check with your CPA for advice and recommendations specific to your personal goals and circumstances. https://www.bna.com/planning-bunch-charitable-b57982091358/

The view from JPMorgan's CEO Jamie Dimon, on the current state of the economic recovery.

Only Parents Can End This Arms Race https://www.bloomberg.com//parents-are-bankrupting-themsel

"Even though the new law makes it more difficult to obtain a financial benefit for your charitable donations, all is not lost. If you are over age 70.5, consider taking advantage of the QCD. If you aren’t at that age yet, consider how you can intentionally position yourself to take advantage of these rules once you do turn 70.5. This information is not intended to be a substitute for specific individualized tax advice." https://www.kiplinger.com//T054-C032-S014-qdcs-a-strategy-