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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 history. As a species, we can’t help but want to proje...
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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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Market Commentary

Quarterly Insights: July 2023

Financial markets can be full of surprises. Some provide valuable information by which we might adjust our investment strategies. Other times, surpris...
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