Save More on Taxes: Planning Strategies to Review Before Year-End
Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to… Read More...
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How Technology Is Shaping Investor Behavior
This change in behavior could have real implications for both how efficient markets are, and for the returns for investors. Read More...
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Maximizing the value of an inherited IRA doesn’t have to be complicated. Discover 6 practical options to handle distributions, reduce… Read More...
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Quarterly Outlook: Job Growth Slows in the Face of Strong Growth
The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to… Read More...
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The Economic Outlook for Q4 2025
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Quarterly Investment Commentary: October 2025
How durable are today’s U.S. mega cap companies? Many investors have noticed that just a handful of large U.S. companies… Read More...
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How to Give to Charity Under the New OBBBA Rules
Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way… Read More...
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How Are Today’s Mega Cap Stocks Different?
The largest U.S. platforms haven’t blocked innovation. They’ve organized it, they’ve monetized it, and they’ve scaled it. Read More...
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What a Government Shutdown Could Mean for Markets
The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. Read More...
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What’s the Difference Between Estate and Gift Taxes?
Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and… Read More...
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Why Did the Fed Lower Rates?
To understand the potential market reactions, we have to determine why the Fed is taking action. Read More...
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Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal… Read More...
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The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and… Read More...
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Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One… Read More...
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