This week I have received a number of questions regarding the stock market hitting new all-time highs. It is very natural to wonder if we have peaked and headed
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Goal-based investing and asset allocation are two different investment approaches, each with its own set of advantages and considerations. Here are some reasons
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In a world where financial planning and philanthropy intersect, savvy individuals are increasingly turning to innovative methods to make their charitable
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As part of a complete wealth management plan, intentionally bunching deductions is a great way to limit the lifetime amount of taxes we pay.
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Two months into the new year, people are keeping a close eye on the Federal Reserve and what they plan to do with interest rates. Investors are excited about
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The widely followed US benchmark stock market index reached a major milestone. We're looking back at how the S&P 500 got here, and what could happen next.
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It's official. The bear market is behind us.
The S&P 500 finally hit a new record for the first time since 2022. And then notched multiple higher highs in the
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How can two identical portfolios have different outcomes? It’s a funny question but the answer lies in one factor: Taxes.
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Investing and playing golf may seem like unrelated activities, but a closer look reveals striking parallels in the realm of strategy and decision-making. Both
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As a young advisor, I went through a formal training to develop young advisors. The goal was to learn how to understand a client’s needs and desires and
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The fiduciary duty of an investment advisor is a cornerstone of the financial services industry, emphasizing the obligation to act in the best interests of
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The Federal Reserve (the Fed) is expected to cut interest rates in 2024. This can have significant effects on both the stock and bond markets. Here's a general
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