Tax Reform Bill Highlights

It’s official. After some back and forth, the U.S. House of Representatives and Senate finalized the tax reform bill and President Trump signed it into law on December 22, 2017. We have been monitoring the progression of the new legislation since early this year, and we wanted to share some highlights about the bill that was passed. First, let’s look at what the tax proposal is generally NOT changing: Capital Gains Retain long-term capital gains […]

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The DOL Fiduciary Rule: What You Need to Know

30 years ago, Kowal Investment Group was founded on the principle that the client always comes first. Since its inception, Kowal Investment Group has acted under a fiduciary standard of care, elevating our client’s needs before our own. Our firm is governed by strong values of respect, honesty and communication, which serve as the foundation for the success of our team and our clients. Because of our true client-focused philosophy, our clients can turn to […]

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