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The Silver Lining
Two thousand and fifteen was a challenging year for investors. Outside of some very large companies with high growth rates (Amazon and Facebook, among a few others), the majority of stocks in the S&P 500 ended the year with negative returns.
Legacy Planning
Within the last year, my husband and I revisited our estate plan. In the end, we felt confident that we’d accomplished all the usual objectives—protecting and preserving financial assets for future generations, minimizing taxes, and so forth.