The U.S. stock market more than recovered from April’s tariff surprise. The U.S. stock market gained 5.8%¹ through the end of June, fully recovering from a sharp 19%¹ decline triggered by new tariff policy announcements...
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For many, December is a time for celebrating, shopping, gift giving, and gathering with family and friends. It can also mean taking a break from work and allowing time for reflection. This year, consider carving...
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Remember when the most stressful letters in your life were GPA and SAT? Now there are new acronyms that warrant your attention! Before you get lost in holiday chaos or start mapping out your 2025...
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Here is an unusual holiday gift idea for affluent parents: a retirement nest egg for your kids. If you are in the fortunate position of having more than you need to support your lifestyle for...
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Planning for retirement income raises many questions, including whether annuities should be part of your future income strategy. While there’s no one-size-fits-all answer, understanding annuities is key to making informed decisions. In this blog, we’ll...
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As the holiday season approaches, charitable organizations ramp up their appeals for year-end contributions. Instead of responding to each request in isolation, consider developing a comprehensive charitable giving strategy to maximize the impact of your...
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As we enter the open enrollment season for 2024, we wish to remind you about the importance of reviewing your employee benefits. Whether you’re with a new employer or staying at your current job, taking...
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With U.S. inflation on the decline, the Federal Reserve lowered short-term interest rates. The Federal Reserve’s preferred inflation measure, the Core PCE deflator, has fallen to 2.7%, moving steadily towards the 2% target. This improvement...
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The landscape of inherited Individual Retirement Accounts (IRAs) has undergone significant changes in recent years with the introduction of the SECURE Act in 2019 and its subsequent enhancement, SECURE 2.0. Below, we will outline the...
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Managing debt is a crucial skill, especially for young adults who often find themselves juggling student loans, credit card balances, car loans, and other large expenses. Whether you find yourself with rising debt or wish...
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