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What Should You Do About Inflation and Stock Market Volatility? Thumbnail

What Should You Do About Inflation and Stock Market Volatility?

After a three-year rally, The U.S. stock market has recently experienced some volatility and downward pressure. It’s always important to take a longer-term approach to market investments. In addition to the recent stock market volatility, inflation has been causing concerns. The Federal Reserve is expected to raise interest rates in the spring, potentially slowing the economy and keeping inflation in check.

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Financial Markets: Moving Into 2022 Thumbnail

Financial Markets: Moving Into 2022

At any given time, there is something in your portfolio outperforming expectations and something else that is underperforming. That is the way of investments. So, let’s talk about parts versus wholes.

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What Impact Do You Want to Make? Thumbnail

What Impact Do You Want to Make?

Many people want to give to charity, but they often don’t know how to go about doing it. First, there are so many different organizations and worthy causes that it can feel overwhelming to choose. Then you have to think about: What is the best way to donate?

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5 Financially Savvy Gift Ideas Thumbnail

5 Financially Savvy Gift Ideas

Here are five unique gift ideas that will help provide your kids and grandkids with a substantial advantage when it comes to financial security and teach them valuable money management skills as well.

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Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about the Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

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Our Perspective Thumbnail

Our Perspective

It’s typical to think of capital markets as nothing more than opportunities for conducting commerce and making money. But markets are made of people, in all our messy glory.

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