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Tax Loss Harvesting
Tax Loss Harvesting
17 Nov 2022
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In challenging years in the markets, such as this one, it can be difficult to find positives. One potential silver lining for times like this is that we are presented with an opportunity to possibly […]
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3 Reasons It Feels A Little Different This Time
3 Reasons It Feels A Little Different This Time
7 Nov 2022
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Introduction While 2022 stock market volatility has been unsettling, many investors are no strangers to this type of uncertainty since it tends to rear its head every few years – only to rebound later. The […]
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Understanding Inflation & Interest Rates
Understanding Inflation & Interest Rates
22 Sep 2022
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Inflation and interest rates have been the media’s main headliners for most of 2022, and with good reason – this is the highest inflation has been in more than three decades and interest rates have […]
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August 2022 Economic And Market Update
August 2022 Economic And Market Update
4 Aug 2022
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After what we have seen so far this year, the last week of July was one of the busiest as it relates to releases and reporting on a daily basis. We are in the middle […]
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June 2022 Market Update
June 2022 Market Update
16 Jun 2022
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A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close […]
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What Does It Mean To Truly Be Diversified
What Does It Mean To Truly Be Diversified
16 Jun 2022
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We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets declines), and some to the upside (market increases). While we […]
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3 Things You Can Do When Your Investment Portfolio Is Down
3 Things You Can Do When Your Investment Portfolio Is Down
16 Jun 2022
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Just like the seasons, the winds and temperatures of the financial markets change throughout the year. And, when the storms come, we all feel better about seeking refuge.  The current market environment has not provided […]
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3 Things to Remember During a Stock Market Correction
3 Things to Remember During a Stock Market Correction
1 Jun 2022
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As the S&P 500 kisses bear market territory (down 20%), you can expect no shortage of bold predictions, “told ya so” declarations and doomsday outlooks. The secret to managing through a bear market is to […]
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Leaving a Legacy
Leaving a Legacy
20 May 2022
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So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized and why it’s important that you think about the impact of taxes year […]
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