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Insights

Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

March 6, 2023
“Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative...
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Pressures Weighing on Taming Inflation

Pressures Weighing on Taming Inflation

March 3, 2023
Inflation pressures are abating. All are aware of this, at least from a macro perspective. In June 2022, the...
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Great Start to 2023. What Will the Rest of the Year Bring?

Great Start to 2023. What Will the Rest of the Year Bring?

February 2, 2023
The U.S. stock market broke out of the gate in style and good fashion in this new year. It...
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2023: An Economic Transition or “Passage” Year

2023: An Economic Transition or “Passage” Year

February 2, 2023
“The journey in between what you once were and who you are now becoming is where the dance of...
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Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

January 5, 2023
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones...
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A Look at What’s Ahead for the 2023 Economy

A Look at What’s Ahead for the 2023 Economy

January 5, 2023
As we turn the page on a new year, it is a good time to think about the economy...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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