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Knowledge Is Power

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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September 2024 Year-End Tax Report Thumbnail

September 2024 Year-End Tax Report

One of our main goals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Read this newsletter to see strategies that could be effective if considered and implemented before year-end.

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August 2024 Understanding Volatility Thumbnail

August 2024 Understanding Volatility

Acknowledging and preparing for market volatility and downturns, even during favorable market conditions, is essential. Investors should not allow market fluctuations to distract their plans.

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