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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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Higher Prices and Inflation – Part I: Six Key Reasons
1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S., to avoid another financial…
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Macroeconomic View & Markets
Though stocks, especially technology, have had a pullback the first week of the new year, the broad measure of U.…
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Are You Sleeping Well?
Market volatility has been at the forefront of our minds the last few years. We expect this trend to continue…
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HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
On August 6, 2021, in The New York Times, we read the following: Jobs Surge in July Offers Fresh Sign…
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Macroeconomic View & Markets
The broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs in early September. Selloffs…
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Are You Tax-Efficient?
There has been much speculation about the current tax proposal and what may eventually pass. While the details remain in…