Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many
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2023 is in the books and the last quarter left investors looking forward to a bright and happy new year. The economic data in 2023 was better than expected
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Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We are excited to see what the new year will bring us.
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In 1964, Paul McCartney and John Lennon of the Beatles co-wrote the hit song “Money Can’t Buy Me Love” but, could it bring you happiness?
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Historically, the third quarter is the worst quarter of the year in equity markets. 2023’s third quarter followed that trend. September was very uncomfortable
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One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and
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