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Market Commentary
Rate Cuts and Your Bond Portfolio
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market...
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Manage Wealth
Wrap up 2024 on a High Note: Year-end Checklist to Boost Your Wealth and Lower Your Tax Bill
As the year winds down, it's the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, ther...
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Market Commentary
Protect Your Assets from Phishers
We’ve written before about protecting yourself from financial fraud and encourage you to keep this threat in mind. As technological advances have impr...
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Market Commentary
Rate Cuts and Your Bond Portfolio
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank polic...
Read More
Market Commentary
Quarterly Insights: October 2024
The U.S. economy and capital markets performed well in the third quarter of 2024. It’s hard to predict whether this strength will continue as we face ...
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Grow Wealth
A Stock-Picker’s Market
As of early-August, US stocks, as measured by the S&P 500, are up about 12% in 2024. A first-half rally wasn’t supposed to happen for a number of reas...
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Manage Wealth
Finalized Inherited IRA Regulations
Since the SECURE Act was passed in 2019, it has been clear that those who inherited IRAs after 2020 needed to draw them down within 10 years, what had...
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Manage Wealth
Finding Peace of Mind with a Well-Ordered Financial Household
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets...
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Market Commentary
Quarterly Insights: July 2024
The U.S. economy keeps growing even in the face of high interest rates. Consumers are spending, businesses are investing, and the labor market is stro...
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Market Commentary
Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may...
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Manage Wealth
Protecting Against AI-Driven Financial Fraud
It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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