Insights

Politics as Usual: What Presidential Elections Mean for Markets

Politicians are already ramping up for November 2024. How much do elections really impact the stock market?

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09.28.2023

September 2023 Market Update

August poured cold water on the stock market's optimistic summer. We look at what that means heading into the Fed's September meeting.

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09.08.2023

Can You Trust Your Financial Advisor?

You should be able to trust your financial advisor. Pundits will tell you that this kind of trust is only possible with a label: fiduciary. It’s a misleading way to think about trust.

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08.28.2023

Navigating the Loss of a Loved One

Logistics and money management are rarely top of mind when you lose someone you love. And yet, the decisions we make following someone’s death may have wide-reaching consequences. This checklist can help you keep things straight so you can focus your energy on more important matters.

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06.25.2023

What Really Happens at The Fed

One of the most common misconceptions about money is that the Federal Reserve (or Fed) simply “sets” interest rates. In reality, the Fed has a dual mandate to keep inflation in check while maintaining a strong labor market.

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09.19.2023

How to leverage the Estate Tax

The lifetime exemption may be one of the most misunderstood provisions in U.S. tax code, and it presents a big opportunity in 2023.

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08.31.2023

What is “the economy”?

In this article, we’ll look at the different parts that make up the broader economy as we know it, as well as our favorite indicators to watch when evaluating how strong the economy is each month.

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07.15.2023

Protect your finances in a divorce

Divorce is emotional. Which is why it’s good to have a team in place looking out for your best interests - in addition to having a good team, this checklist can help.

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06.15.2023

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