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Resilient Innovation: 250 Years in the Making
Read more: Resilient Innovation: 250 Years in the MakingTwo hundred and fifty years ago, America’s founders envisioned something unprecedented: a nation founded on the principles of liberty, self-determination, and opportunity. Their willingness to…
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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…
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Where Do We Go from Here?
Read more: Where Do We Go from Here?The second quarter started with a BANG as extreme volatility took hold in response to the Liberation…