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![Weekly Market Update: 09/08/2025]()
Weekly Market Update: 09/08/2025
Weekly Market Update: 09/08/2025 As September begins, financial markets and U.S. economic activity are being influenced by record-high equity valuations, growing optimism for potential Federal...Read more -
![Why it’s Time for Millennials to Create Their Estate Plan]()
Why it’s Time for Millennials to Create Their Estate Plan
Why it’s Time for Millennials to Create Their Estate PlanWhen most people hear the term estate planning, they picture retirees with significant wealth, multiple properties, or business interests....Read more
Weekly Market Update: 09/08/2025
Weekly Market Update: 09/08/2025 As September begins, financial markets and U.S. economic activity are being influenced by record-high equity valuations, growing optimism for potential Federal...
Read more
Why it’s Time for Millennials to Create Their Estate Plan
Why it’s Time for Millennials to Create Their Estate PlanWhen most people hear the term estate planning, they picture retirees with significant wealth, multiple properties, or business interests....
Read more
September update: Stock market rally, cautious consumers
September update: Stock market rally, cautious consumers August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable earnings, and stubborn...
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Investing with Clarity: Understanding Your Options
Let’s face it, investing can feel intimidating. There’s a lot of terminology, plenty of options, and no shortage of opinions out there. But the truth is, investing doesn’t have to be complicated....
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Weekly Market Update: 8/18/2025
It’s certainly been an eventful time for the economy and stock market. Markets are hitting record highs, but inflation and policy uncertainty are tempering expectations for near-term rate cuts....
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Market Timing vs. Time Horizon: Why Staying the Course Matters More Than Perfect Timing
We get it. When markets move fast, it’s tempting to think we should move faster. Whether it's a sudden dip or a rally making headlines, market timing can feel like the smart (or even necessary)...
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Weekly Market Update: 8/11/2025
Tariff news once again dominated last week’s headlines amid major developments. Read on for highlights of what you should know. Stock Index PerformanceThe S&P 500 climbed by 2.43%.The Nasdaq 100...
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The Big Beautiful Bill
With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands...
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Back-to-School Tax Tips for Smart Savings
Navigate Back-to-School Chaos with Tax SavingsAh, the back-to-school season! It's that time of year when parents are knee-deep in supply shopping, shuttling to extracurricular activities, and...
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Steel and Aluminum Tariffs: Essential Insights
Recent policy shifts have stirred concerns among consumers and businesses alike, with rising prices and economic uncertainties looming large. Among these policy changes, the steel and aluminum...
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