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Market Funk
Equity markets have seemed nervous up until the past few trading days. But as the possibility of a debt deal appeared, markets began to push back to highs we saw in March.…
Read MoreFrom the Founder – What’s Next for Interest Rates?
Do you follow the financial news much? If you’ve read my articles for very long, you likely remember how I feel about the media. It is sadly no longer about…
Read MoreDancing on the Debt Ceiling
As talks come down to the wire (again), the debt ceiling limit debate continues to loom over the markets and economy. You could barely turn around last week without hearing all the…
Read MorePlan A Trip Like A Professional
Warmer weather means colder drinks, long nights with friends and family, and traveling. Traveling is not only good for the soul but also for your health. A trip can relieve…
Read MoreAn Ounce of Prevention Is Worth a Pound of Cure
How often do you see your doctor when you’re not ill? For most people, the answer is never. As a result, many don’t realize they have a problem until it’s…
Read More3 Tax-Planning Strategies to Deploy Year-Round
Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and…
Read MoreFrom the Founder – How About a Little Good News?
This month I’m going to take a break from commenting on the current economy and markets. Instead, I thought I would share some good news. I know this makes me…
Read MoreSilicon Valley Bank
I wanted to take some time to discuss all the craziness that’s been going on. I’m sure you’ve heard about Silicon Valley Bank and everything happening in the banking community.…
Read MoreTrusted Partners
In addition to helping our clients with all of their financial needs, we also want to be there for everything they may need in retirement. We have reached out to…
Read More7 Things To Know About Social Security Before Starting Benefits
For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you should start your benefits can be confusing. Here, we…
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