Tax Planning

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Knowledge Base

Keeping Calm During Market Volatility

Keeping Calm During Market Volatility

Key Takeaways The one certainty of investing is that your portfolio will experience volatility. Volatility can often lead to irrational decisions, such as...

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Fed Rate Cuts: Three strikes or third time’s the charm?

Fed Rate Cuts: Three strikes or third time’s the charm?

Key Takeaways The Federal Reserve (Fed) cut rates for the third time this year. Historically, three rate cuts have been the sweet spot for stocks. The Fed...

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Why Isn’t My Portfolio Keeping up with the Stock Market?

Why Isn’t My Portfolio Keeping up with the Stock Market?

Why Isn’t My Portfolio Keeping up with the Stock Market? As the S&P 500 index and the Dow Jones Industrial Average (DJIA) reached record highs...

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Tariffs Schmariffs?

Tariffs Schmariffs?

Tariffs Schmariffs? Once again tariffs and trade wars dominated the headlines. This week, the trade war between the United States and China escalated with...

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