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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Markets – 2nd Quarter, 2026
Read more: Markets – 2nd Quarter, 2026First-quarter earnings season ended with all S&P 500 sectors beating expectations. Eight of the 11 sectors…
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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify…
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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…
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Macroeconomics Update: Momentum Moderates but Remains Intact
Read more: Macroeconomics Update: Momentum Moderates but Remains IntactFollowing a period of above-trend growth through the second and third quarters of 2025, economic momentum…
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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…
