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Profitability Rises Along with Rates
Investors and global markets faced no shortage of geopolitical and macroeconomic concerns during the quarter, including a reacceleration of oil prices, higher bond yields, ongoing questions surrounding the pace of…
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Macroeconomic Update – 1st Quarter, 2023
Coming into the first quarter of 2023, we anticipated that inflation would continue to be the primary focus of the…
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Markets
The Federal Reserve is steadfast in bringing down inflation which also means bringing down growth. The inflation genie is still…
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New Beginnings
2022 was a year of change, not only for our Firm with Susan’s planned retirement after 35 years in financial…
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Macroeconomic Update – 4th Quarter, 2022
Entering 2023, inflation remains a dominant factor in the global economy. While we have recently seen the pace of inflation…
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Markets – 4th Quarter, 2022
After a bull market that lasted nearly 15 years, markets experienced a massive pullback in which nearly every asset class…
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Secure Act 2.0 – What you NEED to know
Just prior to Christmas, Congress passed an important piece of legislation addressing the continued need to improve retirement savings –…