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Time To Use Your Tax Refund

May 4, 2022

What to Do with Your Tax Refund? Here we are already through the first quarter of 2022, and every year April 15th seems to...
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Investment Outlook, March 2022

March 25, 2022

After two blistering years, markets have had a difficult start to 2022. Investors are struggling to determine if inflation,...
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Your Valentine’s Day Honey-Do List

February 11, 2022

Finally, a Valentine’s Day where we can celebrate with our loved ones, possibly even enjoying a romantic dinner at a special...
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Investment Outlook, January 2022

January 8, 2022

Economic expectations at the beginning of 2021 were sky high. We were on the verge of a vaccine roll out, and we could imagine a...

Year End Letter

December 30, 2021

As our year comes to a close, I’d like to take a moment to express my gratitude for trusting us with your business and update...

A Season of Gratefulness

November 22, 2021

It feels like the holiday season can’t come soon enough this year! We are ready to celebrate and also move forward with...
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Fourth Quarter Tax Planning Tips

November 16, 2021

With the pending Build Back Better bill changing daily, no one is sure what tax changes may be coming down the...

So Far, So Good, But Risks Abound

September 30, 2021

After the dramatic and sudden collapse of the global economy last year, The U.S. has spent most of 2021 in recovery mode. ...

Is It Time for Your Financial Check Up?

August 12, 2021

You routinely take care of your health and fitness, now it’s time to put a similar plan in place for your finances so that you...

June Investment Outlook

July 1, 2021

After 15 months of lockdowns, social distancing measures, and the unfortunate widespread human suffering, the world looks to...

Protect Yourself with Cybersecurity

May 26, 2021

Does it feel like your email inbox is being bombarded with more and more junk mail? Do you find yourself wondering which emails...

March Investment Outlook

April 1, 2021

The start of 2021 has seen markets caught between several opposing forces: optimism over a strong economic recovery, fear that...