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2025: The Year of Extreme Volatility, More in 2026?
Read more: 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…
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Markets – 4th Quarter, 2026
Read more: Markets – 4th Quarter, 2026Globally, it was a risk-on rally throughout the year, with foreign equity leading the way due…
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Financial Planning Corner: Updated Tax Benefits of Charitable Giving
Read more: Financial Planning Corner: Updated Tax Benefits of Charitable GivingBeginning in 2026, several tax-law changes stemming from the passage of the One Big Beautiful Bill…
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Markets Climb the Wall of Worry, but What’s Next?
Read more: Markets Climb the Wall of Worry, but What’s Next?Following a volatile first half of the year due to policy uncertainty, the financial markets and…
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Macroeconomic Update: Rates Down, Inflation Up
Read more: Macroeconomic Update: Rates Down, Inflation UpGDP for Q2 2025 was a resurgent +3.8% (as of the 3rd estimate) after a revised…
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Markets – 3rd Quarter, 2025
Read more: Markets – 3rd Quarter, 2025Global equity markets continued to set all-time highs throughout the quarter, illustrating the importance of staying…
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Financial Planning Corner: Year-End Tax Planning Is a Must
Read more: Financial Planning Corner: Year-End Tax Planning Is a MustWith several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025,…
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Macroeconomic Update: Resiliency Remains
Read more: Macroeconomic Update: Resiliency RemainsAfter a surge of imports led to GDP contraction of -0.5% in Q1 2025, Q2 looks…
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Markets – 2nd Quarter, 2025
Read more: Markets – 2nd Quarter, 2025Throughout the quarter, the global markets experienced extreme volatility but ended at all-time highs (S&P 500).…
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Financial Planning Corner: Do NOT Forget Your Spouse
Read more: Financial Planning Corner: Do NOT Forget Your SpouseIf you frequently read finance-related articles, you have probably heard about “The Great Wealth Transfer.” The…
