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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 – 1st Quarter, 2023
Read more: Macroeconomic Update – 1st Quarter, 2023Coming into the first quarter of 2023, we anticipated that inflation would continue to be the…
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Markets
Read more: MarketsThe Federal Reserve is steadfast in bringing down inflation which also means bringing down growth. The…
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Macroeconomic Update – 4th Quarter, 2022
Read more: Macroeconomic Update – 4th Quarter, 2022Entering 2023, inflation remains a dominant factor in the global economy. While we have recently seen…
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Markets – 4th Quarter, 2022
Read more: Markets – 4th Quarter, 2022After a bull market that lasted nearly 15 years, markets experienced a massive pullback in which…
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Secure Act 2.0 – What you NEED to know
Read more: Secure Act 2.0 – What you NEED to knowJust prior to Christmas, Congress passed an important piece of legislation addressing the continued need to…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThroughout 2022, the broad market selloff and the aggressive Federal Reserve rate hikes have been prominent…
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Get Paid for Home and Car Upgrades
Read more: Get Paid for Home and Car UpgradesThere are tangible ways you can personally benefit now and into the future from the Inflation…
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MY BEST ADVICE WILL NEVER GROW OLD
Read more: MY BEST ADVICE WILL NEVER GROW OLDI am taking the liberty in this Commentary to repeat advice I have given in my…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
Read more: Inflation, Recession, Bear and Bull Markets: Facts and AdviceA bear market is a period of time during which securities prices drop by 20% or…