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Market Commentary
Quarterly Insights: April 2024
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn,...
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Grow Wealth
A Reality Check on AI
While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human hist...
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Manage Wealth
A New High in Gift Annuity Rates
With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consid...
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Market Commentary
Quarterly Insights: January 2024
As we welcome a new year, we take stock of 2023 and consider what the year ahead might hold in store. Last year was a good year for investors and the ...
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Grow Wealth
Alternative Investments: What Are They and Do They Belong in Your Portfolio?
Many investors have seen or heard periodic ads for alternative investments or read about them in various business and investment sources. The natural ...
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Manage Wealth
Nurturing Prosperity: The Journey of Wealth Management Across Life’s Stages
Imagine a journey where your financial success knows no bounds and your potential is limitless. You are an achiever, and your ambition is the driving ...
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Market Commentary
Quarterly Insights: October 2023
The U.S. economy has withstood the effects of higher interest rates better than expected, as what feels like the most anticipated recession of all tim...
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Market Commentary
Staying the Course
Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Do...
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Manage Wealth
Tax Benefits of "Bunching" Charitable Giving
Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combin...
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Still Waiting for Final RMD Regulations for Inherited IRAs
The Internal Revenue Service has again postponed releasing final rules on required minimum distributions for inherited individual retirement accounts....
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