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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...

March Tax Planning To Do
March 3, 2023
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...

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...

Thriving in Turbulent Times
December 9, 2022
Many investors today are survivors of the 2008 bear market and financial crisis, and most all experienced the 2020 COVID market...

Celebrating Thanksgiving by Giving Back
November 18, 2022
While the year--and the market-- has been rather tumultuous, we have so much to be grateful for this Thanksgiving. We look...

Investment Outlook, September 2022
September 28, 2022
"Keep At It" After an encouraging start to the summer, the markets have tumbled again, dropping almost 8% so far in September...
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