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Market Update: Short-Term Pessimism, Long-Term Optimism
Around the time of the Global Financial Crisis (GFC), a guest comedian on Late Night With Conan O’Brien poked fun at airline passengers who complained about boarding difficulties and tarmac delays. Th...
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Market Commentary
Market Update: Short-Term Pessimism, Long-Term Optimism
Around the time of the Global Financial Crisis (GFC), a guest comedian on Late Night With Conan O’Brien poked fun at airline passengers who complained...
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Manage Wealth
Opportunities for Maximizing Education and Retirement Accounts
The cost of education has never been higher. According to the National Center for Education Statistics, the cost of education has increased by two tim...
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Market Commentary
Quarterly Insights: April 2023
It's been a little over a year since the Federal Reserve began their aggressive tightening cycle to combat persistent inflation, increasing short-term...
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Market Commentary
Grow Wealth
The Head and the Heart
In life, few things put us at the mercy of our emotions the way investing can. The last three years in the markets have been especially unnerving, exh...
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Manage Wealth
Tax and Retirement Updates
The SECURE Act that was signed into law at the end of 2019 changed key rules around Individual Retirement Accounts (IRAs). Notably, the age to begin t...
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Manage Wealth
Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again
Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets a...
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Market Commentary
Quarterly Insights: January 2023
As we welcome a new calendar year, we pause to reflect upon the one which has concluded and consider what 2023 might offer investors. 2022 was a tumul...
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Market Commentary
Faith Seeking Understanding
When in bear markets, like we are now, clients often ask us how we can keep our heads when it appears the world is coming apart. What knowledge do we ...
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Market Commentary
Quarterly Insights: October 2022
After dropping borrowing rates to zero during the pandemic, the Federal Reserve has dramatically changed course in a bid to fight inflation. As we’ve ...
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Market Commentary
How to Invest in a Changing Fixed Income Environment
In last quarter’s newsletter, equity analyst Dan Mintz considered equity investment in an inflationary environment. Today, we will discuss how the fix...
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