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Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run

Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

August 4, 2022
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important...
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Recession? Income Statement Yes. Balance Sheet No.

Recession? Income Statement, Yes. Balance Sheet, No.

August 3, 2022
The financial world was all abuzz earlier this year about inflation. Now that the Federal Reserve has raised rates...
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Trusts Offering a Silver Lining

Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan

August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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2022 Mid-Year Crystal Ball Outlook

2022 Mid-Year Crystal Ball Outlook

July 29, 2022
Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg recently shared their market...
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Host Mike MacKelvie Your Life Simplified

5 Costly Estate Planning Errors

July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
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Your Life Simplified Insights

Don’t Let Headlines Derail Your Investing Plans

July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
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Your Life Simplified Insights

5 Considerations for Early Retirement

July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
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Your Life Simplified Insights

Bond Alternatives: Investing in a Down Market

July 7, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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Recession Odds Raised as the Federal Reserve Fights Inflation

Recession Odds Raised as the Federal Reserve Fights Inflation

July 6, 2022
The recently released data on the consumer price index suggests that inflation hasn’t been tamed, with “headline” rates remaining...
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Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

July 5, 2022
“The stock market has predicted nine of the last five recessions.” —Paul Samuelson Wow, we can do without...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement

July 4, 2022
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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