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Investment Outlook, March 2024

March 28, 2024

After the 2023 year-end rally, the equity market strength has continued into 2024; the S&P 500 has hit all-time highs,...

March Tax Planning To Do

March 3, 2024

It is hard to believe we are already three months into the year. With April tax deadlines right around the corner, now is a great...

Cybersecurity Review

February 15, 2024

Are your passwords saved in the back of your address book? Or maybe on yellow stickies on your monitor? Do you always log out of...

Investment Outlook, December 2023

December 20, 2023

With 2023 almost behind us, the U.S. economy has avoided the potential recession that dominated headlines a year ago. Our Federal...

Happy Thanksgiving!

November 17, 2023

It is hard to believe we are nearing the end of 2023, with Thanksgiving and the holiday season already upon us! We are fortunate...

Year End Financial Planning Strategies

November 1, 2023

Many set health and fitness goals for the new year, but how about financial goals? Now is a great time to review where your...

Year End Tax Planning Strategies

October 20, 2023

Where did the year go! Here we are in the final quarter of 2023, but there’s still plenty of time to consider some planning...

Investment Outlook, September 2023

September 27, 2023

When the U.S. sneezes, the rest of the world catches a cold – a popular expression among economists reflecting the importance...

Investment Outlook, June 2023

June 29, 2023

Recession or Not? 2022 was the worst year in the market in over a decade, with the bond market index down more than any year...

Beneficiary Strategies for 529 Plans

May 25, 2023

529 plans can be an attractive vehicle to save for higher education expenses.  The plans are tax deferred while invested, and...

Investment Outlook, March 2023

March 31, 2023

This quarter started with a focus on the size of the next interest rate hike and has ended with investors questioning the...

Investment Outlook, December 2022

December 28, 2022

After two historically strong years in the stock market, 2022 was a difficult and disappointing year. As our Federal Reserve...

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