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Our portfolio managers help take the complexity out of investing, and provide you with insights into the markets and current investment topics.

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Financial Planning

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RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

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Debunked: The US Presidential Election Significantly Impacts Stock Market Outcomes
While elections can certainly be an emotional time, they are not the time to make drastic investment decisions based solely on election outcomes.
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Retirement Investing is Not “One Size Fits All”
Maximize your retirement wealth by understanding the complexities beyond market timing. Learn how our personalized approach to retirement investing considers your unique goals, going beyond the 'one size fits all' strategy.
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Market Memo | April 2024
Spring is certainly in the air for investors. The index finished up for the month, and while the pace of this growth is likely unsustainable, there are reasons to be optimistic that the returns can continue to stay positive for the remainder of the year.
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The Sandwich Generation, Part II: Protecting Your Children’s Financial Future
There are a number of challenges parents in the sandwich generation face when helping with the financial decisions of their adult children.
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The College Conundrum: Saving for Higher Education Costs
Chances are, you have a child or grandchild who will be attending college in the near future. Along with bright hopes for the next chapter comes a common concern: how will the costs of post-secondary education be paid?
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When Order Matters
Effective investment strategies tailored to various life stages help ensure you mitigate the impact of sequence-of-returns risk. Safeguard your portfolio and financial well-being effectively during the transition from wealth accumulation to retirement.
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Residency and Domicile: A Case Study to Illustrate Important Considerations
Understand the differences between residency and domicile and their implications for tax planning. Explore a case study and learn key actions to establish domicile for potential tax benefits.
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Market Memo | March 2024
For the month of February, Cupid’s arrow certainly wasn’t needed to help investors fall in love with the stock market. There are a variety of factors pushing the US stock market higher, including growing GDP, low employment, and an uptick in manufacturing to name a few.
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Market Memo | February 2024
With the geopolitical tensions in the world and an upcoming election, the market continues to be influenced by rate cut expectations more than anything else.
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How the Oil Market Affects Us Every Day
Oil makes the world go around, or at least helps vehicles that go around the world. The oil market has always been as volatile as it has been important to economies across the globe.
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The Long-Term Care Quandary: Paying for Skilled Nursing Care
Given the jaw-dropping costs of long-term care and the odds of needing it at some point in life, many people are left wondering how they will pay for the medical treatment and assistance with the activities of daily living they may require in their later years.
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Artificial Intelligence Revolutionizing the Landscape of Investing
Explore the transformative impact of Artificial Intelligence (AI) on investing and how it can be a valuable tool for informed decision-making.
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