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Geopolitical Events Move Quickly
Read more: Geopolitical Events Move QuicklyInvestors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year started on a strong note,…
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Markets: 1st Quarter, 2026
Read more: Markets: 1st Quarter, 2026Global equity markets started the quarter strong but saw declines in large-cap U.S. and foreign stocks…
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Financial Planning Corner: The Power of Three
Read more: Financial Planning Corner: The Power of ThreeDuring their working years, many people focus only on what they are saving and how it…
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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…
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Macroeconomic Update: Growth Surprised to the Upside
Read more: Macroeconomic Update: Growth Surprised to the UpsideAfter the government shutdown in Q4 2025 delayed the release of several economic data points, we…
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Markets – 4th Quarter, 2025
Read more: Markets – 4th Quarter, 2025Globally, 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…
