As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024
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They say hindsight is 20/20, but tax planning shouldn’t simply be based on what has worked in the past. Upcoming life changes and external factors such as tax
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With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the tools you want to employ in 2024. Whether your
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While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill. From…
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Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner. This rising role has prompted
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Over the weekend, Congress passed legislation to enact a 45-day reprieve of any imminent government shutdown fears. However, this won’t get us through the end
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Head of Investment Research Jared Kizer explores commodities from an investment strategy perspective.
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This year, there has been more optimism in the stock market compared to 2022. For investors only looking at the returns of the S&P 500, it may seem like the…
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If you are shopping for a new home, you understand how difficult and competitive the housing market has become...
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If you are considering paying for your child or grandchild’s college, state-sponsored 529 plans are a tax-efficient way to save for secondary education. But
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Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and
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What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital
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