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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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Financial Planning Corner: Only Two Years Remain!
Read more: Financial Planning Corner: Only Two Years Remain!Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set…
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Is this time different?
Read more: Is this time different?The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in…
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Macroeconomic Update: Surprise, Surprise, Surprise
Read more: Macroeconomic Update: Surprise, Surprise, SurpriseWhen it comes to economic data in 2023, upside surprises have been the name of the…
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Markets – 3rd Quarter, 2023
Read more: Markets – 3rd Quarter, 2023Market participants went into the third quarter increasingly confident that a recession was off the table,…
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Financial Planning Corner: But I Won’t Live that Long…
Read more: Financial Planning Corner: But I Won’t Live that Long…The average U.S. life expectancy is now around 80 years. We hear this statistic all the…
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Resiliency Reigns…For Now
Read more: Resiliency Reigns…For NowThe arduous road to stable prices from high inflation and the threat of a U.S. recession…
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Markets – 2nd Quarter, 2023
Read more: Markets – 2nd Quarter, 2023The Federal Reserve remains committed to bringing down inflation. With strong job numbers and inflation that…
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Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
Read more: Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?For many, the decision on a primary beneficiary is straightforward. It is a person with whom…
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Where is the Recession?
Read more: Where is the Recession?The economy remained resilient throughout the quarter despite fairly significant headwinds. The widely anticipated recession has…