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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: 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…
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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,…