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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: Maybe a Resilient Economy isn’t so Bad…
According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of low, stable inflation and…
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Markets – 1st Quarter, 2024
Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have lagged as anticipation of…
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Financial Planning Corner: What is Going on with Social Security?
Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security (SWM 3rd Quarter 2019…
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Markets – 4th Quarter, 2023
The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it was up 16%. After…
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Financial Planning Corner: Only Two Years Remain!
Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set to end after 2025.…
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Is this time different?
The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in D.C., unthinkable wars in…