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An In-Depth Look at Markets Through Year-End Cut to the Chase: Markets experienced mild weakness in late October, but that

Summary “Life has many ways of testing a person’s will, either by having nothing happen at all or by having

On December 27, 2020, the Consolidated Appropriations Act, 2021 for COVID-19 relief was signed into law by the president. Two

Each October, the Social Security Administration announces an increase in benefits for the following year. And every November, Americans find

Every four years during the presidential election cycle, it is very common for clients to begin asking how an election

In this quarter’s video version of On the Horizon, we take a closer look at an election-related issue that is

For the third quarter of 2020, we are excited to share with you a new format for the Deeper Dive

Many investors, including this one, spent a good portion of the 3rd quarter waiting for a market pause or retracement

It may seem odd to be asked about doing estate planning for college students when they probably have few if