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Birds of a feather trust together...
Birds of a feather trust together... For us, trust is everything. When our clients trust us, we can help them go even further in pursuit of their goals. That’s why we go out of our way to earn, and keep, your confidence. One of...
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Everyone Needs an Estate Strategy
Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As...
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Ask An Advisor: How Can Tax Rates Be Higher in Retirement?
I want to share some insight with you from another advisor. Why? Because this article by Steven Jarvis, CPA is a SmartAsset financial planning columnist. This article backs up what I share with my clients and teach at seminars...
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Weekly Market Insights: Debt Deal Relieves Market Worries
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...
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Weekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
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“Better” Is the Best Word on Wall Street
From my perspective, we can't hear the word "better" enough in the weeks ahead."Better than expected." "Better than feared." "Better than forecasted."These are winning phrases that can be used by market pundits when they compare a...
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Weekly Market Insights: Stocks Rally As Attention Shifts to Fed's May Meeting
Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...
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What Order Should You Tap Retirement?
Should you go with your IRA first or your brokerage account? Pulling money haphazardly can have negative implications. Instead follow this road map for tax-smart withdrawals published by Kiplinger.You work hard for decades and save...
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Financial Literacy Month - Financial Literacy for Children
Many young adults are not only wayward financially, but also pessimistic about ever becoming wealthy. Could it be that our children just aren't getting the financial education they need?April is Financial Literacy Month. This is...
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Silicon Valley Bank
One of our marketing partners, Carter Wilcoxson, wrote a great piece on the recent bank failure. It gives the basic facts you need to know. I'm sharing his article with you today. "You have likely heard by now that Silicon Valley...
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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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