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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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Macroeconomic Update – What’s Next for Rates?
Read more: Macroeconomic Update – What’s Next for Rates?Much of 2023 saw markets continue to be consumed by the level and trend in inflation.…
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It Finally Happened.
Read more: It Finally Happened.For the first time in more than four years, the Federal Reserve cut rates at their…
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Macroeconomic Update: Sustained Growth Despite Uncertainty
Read more: Macroeconomic Update: Sustained Growth Despite UncertaintyElevated interest rates, stubborn inflation, geopolitical risks, a contentious election cycle, and labor strikes have all…
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Markets – 3rd Quarter, 2024
Read more: Markets – 3rd Quarter, 2024The U.S. equity market rallied throughout the quarter, with the S&P 500 posting its best nine…
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Financial Planning Corner: Medicare Coverage Changes
Read more: Financial Planning Corner: Medicare Coverage ChangesThe annual enrollment period for those currently covered by Medicare begins October 15th and runs through December…
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Will the Elections Cause a Slowdown?
Read more: Will the Elections Cause a Slowdown?Not only is 2024 an election year in the U.S. but national elections are being held…
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Macroeconomic Update: Slowing, not Stalling
Read more: Macroeconomic Update: Slowing, not StallingPersistent strength has been the hallmark of the economy over the past 12 months. Despite the…
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Markets – 2nd Quarter, 2024
Read more: Markets – 2nd Quarter, 2024Large-cap growth stocks had a strong second quarter, pushing the S&P 500 to new highs. The…
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Financial Planning Corner: What Can You Do About Your Insurance?
Read more: Financial Planning Corner: What Can You Do About Your Insurance?Inflation over the last few years has had a significant impact on those whose income has…