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Knowledge Is Power

April 2023 Q1 Economic Update Thumbnail

April 2023 Q1 Economic Update

During the first quarter of 2023, growth was modest, job gains increased at a strong pace, and unemployment remained low. The first three months of 2023 were a classic example that volatility can be very prevalent in equity markets. Despite a banking crisis, stubbornly high inflation rates, additional increases in interest rates, and economic uncertainty, U.S. equities still managed to end the quarter on a high note.

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March 2023 Weathering Volatility Thumbnail

March 2023 Weathering Volatility

While you cannot control the direction of the market, you can control how you react to market volatility. The ideal financial plan is long-term focused and positioned to best weather uncertain and volatile times.

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January 2023 Q1 Tax Report Thumbnail

January 2023 Q1 Tax Report

Tax planning should always be a key focus when reviewing your personal financial situation. Read this newsletter for tax savings opportunities and strategies.

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January - Welcome to 2023 Thumbnail

January - Welcome to 2023

We enter 2023 with a service goal of exceeding your expectations. Read this newsletter to see specific areas of focus to overall financial planning.

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