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Knowledge Is Power

April 2025 Q1 Economic Update Thumbnail

April 2025 Q1 Economic Update

Most analysts did not anticipate the volatility that investors would face in the first quarter of 2025. Read this newsletter to learn key takeaways to help you maintain a well-devised, long-term focused plan.

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February 2025 Special Tax Report Thumbnail

February 2025 Special Tax Report

Tax planning should always be a key focus when reviewing your personal financial situation. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach. We hope you find this report helpful.

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January 2025 Q4 Economic Update Thumbnail

January 2025 Q4 Economic Update

While not as good as the year’s first three quarters, the fourth quarter still finished with positive returns, more record highs, and an optimistic outlook toward 2025. Read this Q4 Economic Update to hear more key takeaways.

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January Welcome to 2025! Thumbnail

January Welcome to 2025!

Read this newsletter to see our checklist for 2025. We believe that a proactive approach helps to anticipate the needs of our clients.

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October 2024 Q3 Economic Update Thumbnail

October 2024 Q3 Economic Update

Staying the course and maintaining the consistency of a well-devised, long-term focused plan has historically served investors well. Read this Q3 Economic Update to hear more key takeaways.

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