Both February and March were negative which led to a 10% loss for the S&P 500. We would be happy to discuss your personal performance versus the indexes at any time to compare/contrast it, so feel free to give us a call to schedule a review meeting. While being down year to date is not
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We have been receiving the same set of recurring questions from clients, so we thought we would address them in this blog update. Here it is. What Are Tariffs? What are tariffs? And how do they affect my investments? This has been a popular topic because President Trump is threatening to increase tariffs on some
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In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. While planning for retirement is important, we also believe you should plan for what happens after your retirement. By this, we mean that you should plan how your estate will be handled when you pass away.
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Tax Season is Here! Please remember that if you are working, you can contribute into an IRA for 2024 until the tax deadline on April 15th, 2025. Please let us know if you’d like to make a contribution as soon as possible as it does require some lead time. Understanding Market Trends: The Seasonal
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Tax Season is Here! Please remember that if you have a non-retirement account, the documents typically arrive in the 3rd or 4th week of February, so scheduling your tax prep on March 1st or later is the most safe path. Market Indicators for 2025 January has come to a close, and it was a
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