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09-23-2025

Special Report—The Fed’s First Rate cut of 2025

“When our goals are in tension like this our framework calls for us to balance both sides of our dual mandate.” —Jerome Powell The U...
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10-01-2025

Retirement Planning: Roth, Traditional, or Taxable Accounts?

“And there’s another important point in favor of tax diversification: control over your taxable income.” – Morningstar Saving for...
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09-12-2025

Market Minutes August 2025: Fed Policy, economics, and AI Trends

KEY MESSAGES FROM YOUR INVESTMENT TEAM Upward equity trends extended into August, and this time around, fixed income markets went along...
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09-03-2025

Municipal Bond Markets Primed for Performance

“Municipal networks expand economic opportunities. We’ve got to open new doors, not slam them shut.” — Frank Lautenburg With heig...
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08-12-2025

How to Gain Financial Independence… and Maintain It

“Financial freedom is available to those who learn about it and work for it.” — Robert Kiyosaki Managing your personal finances is a li...
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07-18-2025

Special Report: One Big Beautiful Bill Act

Just hours before the self-imposed deadline of July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (“OBBBA”) with s...
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05-09-2025

Choosing a Financial Advisor or Planner & 10 Questions to Ask Them

Experienced attorneys, personal physicians, chartered accountants, and trusted realtors—most people will thoroughly research their options...
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POPULAR POSTS

Special Report—The Fed’s First Rate cut of 2025
Retirement Planning: Roth, Traditional, or Taxable Accounts?
Market Minutes August 2025: Fed Policy, economics, and AI Trends

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