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How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free growth and withdrawals when used…
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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions…
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Geopolitical Events Move Quickly
Investors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year…
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Macroeconomics Update: Momentum Moderates but Remains Intact
Following a period of above-trend growth through the second and third quarters of 2025, economic momentum moderated during the fourth…
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Markets: 1st Quarter, 2026
Global equity markets started the quarter strong but saw declines in large-cap U.S. and foreign stocks throughout March as the…
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Financial Planning Corner: The Power of Three
During their working years, many people focus only on what they are saving and how it impacts their tax situation…
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2025: The Year of Extreme Volatility, More in 2026?
As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance since the 1990s. Wall…
