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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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Markets – 2nd Quarter, 2023
The Federal Reserve remains committed to bringing down inflation. With strong job numbers and inflation that remains above the long-term…
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Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
For many, the decision on a primary beneficiary is straightforward. It is a person with whom you share a close…
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Where is the Recession?
The economy remained resilient throughout the quarter despite fairly significant headwinds. The widely anticipated recession has failed to materialize, at…
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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…