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Weekly insights on the markets, economy, and financial planning

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.

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Recent Articles

With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2024.
Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.
The major development in 3Q 2024 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle.
This year's Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?
As we enter the final stretch of the year, here are 5 Insights on the Fed, Election, and Volatility in Q4 2024.
Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50%.
Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone.
As a follow up to my recent video on this subject, I thought it would make sense to dive a little deeper into the recent Fed rate cuts, and what happens now.
Stocks moved higher last week after the Federal Reserve’s half-point rate cut, a more significant cut than some investors anticipated.
Here's a quick video analysis of the Fed's rate cut decision and how it may affect you. Nothing fancy, just the facts.
As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race.
Stocks rallied to end the best week of 2024, as investors received better-than-expected consumer and producer inflation data.
All eyes will be on the Fed this coming week, as they are set to finally begin reducing rates.
In this video, we'll be comparing and contrasting two of the most common strategies for investing cash: Dollar-Cost Averaging vs. Lump Sum Investing.

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