The Federal Reserve is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Read your Weekly Market Commentary here:
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Still thinking about giving back this holiday season? December 31 is your last chance to make charitable donations for 2024 tax deductions. Make an impact while planning for your financial future!
#CharitableGiving#TaxSavings#YearEndPlanning
Tick tock! If you haven’t taken your RMD or maxed out your 401(k), IRA, or HSA contributions, now’s the time. Let’s wrap up 2024 on a high note!
#RMD#TaxStrategy#FinancialDeadline
Solid gains for stocks gave investors a November to remember. The S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. Read More:
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Final call! The Medicare enrollment window closes on December 15. Now’s the time to ensure you’re covered for the upcoming year. Reach out if you need help navigating your options.
#MedicareDeadline#HealthcarePlanning
Grateful hearts and full plates! This Thanksgiving, we’re thankful for our clients and the opportunity to help you build lasting financial success.
#Thanksgiving#Gratitude#FinancialProsperity
The dollar’s continued climb higher has been predicated on a host of factors. Read your Weekly Market Commentary here:
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This week, we dive into investor sentiment on Trump's trade policy, tariffs, and potential inflation impacts.
Read your Weekly Market Commentary here:
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Did you know you can easily view the total portfolio value for all of your accounts at the top of the Account View 2.0 home page? You can also monitor individual account balances, deposits and withdrawals, and investment returns.
In this week's commentary we discuss the factors behind the stock market's post-Election Day rally and other major takeaways from investors.
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With the election behind us and a strong economy, stocks are set to grow, historically gaining an average 6.5% in the year following Election Day. Read more in our November Client Letter:
https://t.co/LEH9GXZWOa
To the veterans who protect our freedom, thank you for your bravery. Your service reminds us to safeguard what matters most – starting with your financial health.
#VeteransDay#FinancialFreedom#ThankYou
As Election Day approaches, we discuss potential stock market implications of various possible outcomes.
Read your Weekly Market Commentary here:
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#WeeklyMarketCommentary
Don’t Let Your Finances Haunt You!
Is your financial future a little too spooky for comfort? ��� Let’s unmask the mysteries of your finances and create a plan that’s all treats, no tricks.
#Halloween #FinancialPlanning #NoMoreScaryFinances
In the “spirit" of Halloween, we discuss what scares us about the economy and financial markets.
Read more of your Weekly Market Commentary here:
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