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Weekly insights on the markets, economy, and financial planning

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union.

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Recent Articles

As we approach tax season, it's crucial to stay aware of upcoming deadlines, rules, contribution limits, and strategies.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 1st quarter of 2025.
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
The stock market opened the quarter with a slow start in October, but the outcome of the presidential election triggered a broad rally in November.
The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
As we entered the new year, stocks edged lower last week despite a powerful end-of-week rally.
What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
The S&P 500 avoided a third straight weekly loss, rising 0.7% and bringing its year-to-date gains to 25% with two trading days remaining in 2024.
Here are five important insights that can provide investors with perspective even when the world seems uncertain and other investors fear the worst.
As we approach the end of the year, I want to address a few of the top questions we're getting from clients right now.
Stocks don’t necessarily need a “breather” simply because they’ve risen sharply two years in a row, and history doesn't support this notion.
The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over +20%.
Tech was up, but stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
As a high-income earner, you still have many options to reduce your taxes. In this article we'll discuss some of the most effective tax reduction strategies for high earners.
Now that the election is over, what will the Trump administration prioritize in the new year that may impact the markets?

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