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Commentary & Insights From market trends to meaningful insights
Turn Your RMDs into Charitable Donations
Market Insights,
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a...
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Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle
Market Insights,
The stock market was volatile in November as the Federal Reserve managed investor expectations for a December rate cut.
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New Retirement Contribution Limits for 2026
Market Insights,
The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.
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Annual Financial To Do List
Market Insights,
What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific...
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Tax Act of 2025
Market Insights,
There’s something for everyone in the One Big Beautiful Bill Act of 2025. In fact, the Tax Foundation calculated that the new law avoided a tax hike on 62 percent of tax filers in 2026. In dollars and cents,...
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“What’s the purpose of a retirement strategy?”
Market Insights,
It’s a simple question, but most get the answer wrong. Artificial intelligence got it wrong. AI Gemini says, “The purpose of creating a retirement strategy is to act as a comprehensive, disciplined roadmap...
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