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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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The Global Economy: Shrouded in Uncertainties and Tariffs
Read more: The Global Economy: Shrouded in Uncertainties and TariffsPresident Trump started his second term with a barrage of executive orders (over 100 since the…
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Macroeconomic Update: Reduced Visibility Ahead
Read more: Macroeconomic Update: Reduced Visibility AheadEntering 2025, we questioned whether the economy could continue to be resilient or if we were…
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Markets – 1st Quarter, 2025
Read more: Markets – 1st Quarter, 2025As a result of the current economic uncertainty, U.S. equity markets experienced their worst quarter since…
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Financial Planning Corner: Planning for Uncertainty
Read more: Financial Planning Corner: Planning for UncertaintyUncertainty has been a consistent theme during the first quarter of 2025. The current economic environment…
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U.S. Economic Growth Continues but Uncertainties Remain
Read more: U.S. Economic Growth Continues but Uncertainties RemainThe dawn of 2024 started with tremendous uncertainty. An economic recession was nearly a foregone conclusion,…
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Macroeconomic Update: Inflation, the Great Unknown
Read more: Macroeconomic Update: Inflation, the Great UnknownWhat will the economy look like in 2025? That is the great question that faces us.…
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Markets – 4th Quarter, 2024
Read more: Markets – 4th Quarter, 2024U.S. equity markets had another strong year, even though equity markets sold off about 10% from…
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Financial Planning Corner: Planning Never Stops
Read more: Financial Planning Corner: Planning Never StopsWe regularly discuss the importance of a comprehensive Financial Plan with clients and prospective clients. No…
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What’s the Latest Forecast?
Read more: What’s the Latest Forecast?2023 was supposed to be the year of the recession. Based on history, this made sense…