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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 now know real Q3 2025 GDP growth was stronger…
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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…
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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…