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2024 Market Commentary and 2025 Outlook
If you read just one economic and market commentary, we hope it is this one. Each January, we see many articles covering the āyear in reviewā and āoutlook for the new yearā. And yes, we are sharing our thoughts on this timeline, too, with a bit more commentary and less …
Financial Planning Steps for the New Year
Financial Planning Action Steps to Take in the New Year Ā With the arrival of a new year, there is an opportunity to build on ...
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Do you know the cost of your investments?
Investors are familiar with a common disclosure alerting them that āinvesting involves risk of lossā. But there is another important piece of information many investors ...
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Tax Planning for Year-End
With the holidays rapidly approaching, this is the time of year when everyoneās favorite subject starts to come back into focus: tax planning! Year-end tax ...
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7 Estate Planning Mistakes
To follow up our recent blog, āEstate Planning 101ā (link the blog post), in this post, we will be building on that foundation to delve ...
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How the S&P500 has performed after rate cuts
As an investor, how does a half a percentage point cut in the Federal Reserveās key interest rate affect portfolio returns? Ā Rate cuts evoke ...
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What to do with Leftover 529 Money?
Your 529 Has Money Left Over? Ā So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million ...
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Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, weāre dealing with what happens to your money after you have passed away or ...
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Presidential Elections – Stay the Course
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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