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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 Street was cautiously optimistic about the prospect of further gains.…
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Financial Planning Corner: Year-End Tax Planning Is a Must
With several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025, but others beginning in…
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Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4th, 2025, made permanent the current federal income…
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Protecting What Matters: Download Our Fraud Prevention Guide
As cybercrime and financial fraud continue to rise, protecting your personal information and assets has never been more important. In…
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Macroeconomic Update: Resiliency Remains
After a surge of imports led to GDP contraction of -0.5% in Q1 2025, Q2 looks to have swung back…
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Markets – 2nd Quarter, 2025
Throughout the quarter, the global markets experienced extreme volatility but ended at all-time highs (S&P 500). This speaks to the…
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Financial Planning Corner: Do NOT Forget Your Spouse
If you frequently read finance-related articles, you have probably heard about “The Great Wealth Transfer.” The Silent Generation and Baby…