January 22, 2026
Key Numbers to Know for 2026
As we head into 2026, we wanted to share a quick reference of important tax, retirement, and ...
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January 7, 2026
Annual Market Review: 2025
If 2025 had a defining theme, it was resilience against the odds. Investors navigated...
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July 16, 2025
What the new tax bill means to your wallet
This is an important update following the signing of the One Big Beautiful Bill Act (OBBBA)
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July 8, 2025
2nd Qtr 2025 Market Update
If the second quarter had a soundtrack, it’d be part suspense thriller, part comeback anthem
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January 8, 2025
4th Qtr 2024 Market Update
Happy New Year! - 2024 was a wild ride - Take a look at our comprehensive market for last year.
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October 8, 2024
Podcast - 3rd Qtr 2024 Market Update
Listen to our short and entertaining Podcast highlighting the 3rd Quarter Market Update.
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October 8, 2024
3rd Qtr 2024 Market Update
The markets were up - among the market sectors, only energy failed to close the quarter higher.
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July 4, 2024
2nd Qtr 2024 Market Update
Traders will look to the third quarter for more stability and steady gains in the market.
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April 19, 2024
Market Update 2024 Zoom Call
Markets are a fickle beast… however, there are a lot of positive indicators to consider in today’s market.
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