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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: 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…
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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…