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Newsletters
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- The Inflation Experience is Painful – and Personal
- HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
- Balancing Stocks and Bonds in One Fund
- Fixed for Life: What Can an Annuity Do for You?
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- HOT TOPIC: Is the Yield Curve Signaling a Recession?
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- HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
- Sectors: Overweight, Underweight, or Just Right?
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- IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
- Talk About These Money Matters Before the Wedding
- Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
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- Famous People Who Died Without Proper Planning
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Research Articles
- Weekly Market Commentary | March 20, 2023
- Weekly Market Commentary | March 13, 2023
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- Weekly Market Commentary | February 13, 2023
- Weekly Market Commentary | February 6, 2023
- Weekly Market Commentary | January 30, 2023
- Weekly Market Commentary | Jan. 23, 23
- Weekly Market Commentary | Jan-17-23
- Weekly Market Commentary | January 9, 2023
- Weekly Market Commentary | January 3, 2023
- Weekly Market Commentary | December 19, 2022
- Weekly Market Commentary | December 12, 2022
- Outlook 2023 | Client Letter
- Outlook 2023 | Finding Balance
- Weekly Market Commentary | December 5, 2022
- Weekly Market Commentary | November 14, 2022
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- Weekly Market Commentary | October 24, 2022
- Weekly Market Commentary | October 17, 2022
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- Weekly Market Commentary | October 03, 2022
- Midyear Outlook 2022 | Navigating Turbulence
- What Key Estate Planning Tools Should I Know About?
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- What Is a SIMPLE?
- What Are My Retirement Planning Options?
- How Can I Estimate My Future Social Security Benefits?
- What Is a Traditional IRA?
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- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- How Can I Benefit from Tax-Advantaged Investments?
- Is There Such a Thing as a Tax-Free Investment?
- How Are Growth and Value Stocks Different?
- How Are Mutual Funds Taxed?
- How Do Mutual Funds and Stocks Differ?
- What Cash Management Tools Are Available?
- What About Financial Aid for College?
- How Can I Maximize My Insurance Benefits?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- What Are the Basic Types of Life Insurance?
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Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
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- Are Your Investment Decisions Influenced by Emotions?
- 6 Reasons to Work with a Financial Professional
- The Latte Habit
- Do You Know Who Your Beneficiaries Are?
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