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Geopolitical Events Move Quickly
Investors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year started on a strong note, with broad global equity market…
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Macroeconomic Update: Surprise, Surprise, Surprise
When it comes to economic data in 2023, upside surprises have been the name of the game. Last Friday, we…
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Markets – 3rd Quarter, 2023
Market participants went into the third quarter increasingly confident that a recession was off the table, thanks in large part…
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Financial Planning Corner: But I Won’t Live that Long…
The average U.S. life expectancy is now around 80 years. We hear this statistic all the time, but this references…
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Resiliency Reigns…For Now
The arduous road to stable prices from high inflation and the threat of a U.S. recession has proved to be…
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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…