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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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Macroeconomic Update: Inflation, the Great Unknown
What will the economy look like in 2025? That is the great question that faces us. After two years of…
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Markets – 4th Quarter, 2024
U.S. equity markets had another strong year, even though equity markets sold off about 10% from mid-July through mid-August and…
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Financial Planning Corner: Planning Never Stops
We regularly discuss the importance of a comprehensive Financial Plan with clients and prospective clients. No matter where you are…
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What’s the Latest Forecast?
2023 was supposed to be the year of the recession. Based on history, this made sense because it had been…
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Macroeconomic Update – What’s Next for Rates?
Much of 2023 saw markets continue to be consumed by the level and trend in inflation. The Federal Reserve, government…
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It Finally Happened.
For the first time in more than four years, the Federal Reserve cut rates at their latest meeting in September…