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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 (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Markets – 4th Quarter, 2025
Globally, it was a risk-on rally throughout the year, with foreign equity leading the way due to cheaper valuations and…
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Financial Planning Corner: Updated Tax Benefits of Charitable Giving
Beginning in 2026, several tax-law changes stemming from the passage of the One Big Beautiful Bill Act (OBBBA) will impact…
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Markets Climb the Wall of Worry, but What’s Next?
Following a volatile first half of the year due to policy uncertainty, the financial markets and the U.S. economy have…
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Macroeconomic Update: Rates Down, Inflation Up
GDP for Q2 2025 was a resurgent +3.8% (as of the 3rd estimate) after a revised decline of -0.6% in…
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Markets – 3rd Quarter, 2025
Global equity markets continued to set all-time highs throughout the quarter, illustrating the importance of staying the course after a…
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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…