Regardless of where you fall on the political spectrum, I think we can all agree that Trump’s fiscal and foreign policy is a sharp change from what we’ve seen in recent memory – including during…
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Estate Planning: Streamlining the Transition
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover—it’s really about ensuring that the help, love and wisdom you provide for your people now can continue…
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April Market Commentary: A Shock to the System: Tariffs, Stagflation and Market Corrections
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as…
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Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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Social Security and Taxes: Changes for 2025
Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now a thing of the past. This year’s increase was much…
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February Market Commentary: A New Administration Gets Down to Business
January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway with a lot of sound and fury, particularly around tariffs,…
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Planning for Potentially Higher Volatility in 2025
Last year ended with a strong economy and positive stock and bond market returns. With inflation under 3% and GDP over 3%, the soft landing remained in place. While volatility was not a constant theme,…
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January Market Commentary – Seems Like Old Times?
December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of…
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Inflation-Adjusted Increases Come Down to Earth
The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for savers and taxpayers, this means that the big increases we’ve…
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