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Happy Fall! US equity markets advanced to new highs in the third quarter of 2024, primarily driven by the Federal Reserve’s initiation
Dollar cost averaging (DCA) is an investment strategy, already built into most 401(k) plans, where you regularly invest a fixed amount of
It’s Monday morning. You’re in your office, and your mind is miles away, running numbers, crunching statistics, and making last-minute adjustments. It’s
As the summer ends and children across the country return to school, parents are once again reminded of the looming costs of
We live in a society in which people are trying to do more each day. Work and life are worthy competitors for
Happy Summer! We hope this commentary finds you and your loved ones well as we enter the second half of 2024. Like
Merriam-Webster’s dictionary defines trust as the “reliance on the character, ability, strength, or truth of someone or something.” Recently, I met with
Planning for a solo retirement is more important than ever, with over a quarter of individuals over 60 living on their own.
Retirement is a major life change that may generate the fear of running out of money. Not having a large enough nest
The Derby, held on the first Saturday in May, has been called the “Fastest Two Minutes in Sports” and stands out as
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