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This Independence Day — Take Control of What You Can
As we celebrate Independence Day, it’s worth pausing to reflect on the history behind July 4th.On that day in 1776, 56 brave delegates signed the Declaration of Independence in Philadelphia…
Read MoreMarkets are Reacting. Should You?
It’s all over the news.Footage of missiles lighting up Middle Eastern skies.Long lines of cars fleeing Tehran.Headlines warning of a broader war.It feels big. And it is.After a surprise Israeli…
Read MoreThoughts on the Shifting Housing Market
After years of runaway growth, the housing market is cooling…like a pot taken off the flame.Still warm. Still active. But no longer boiling over. And the numbers back it up.Across…
Read MoreWill the Big Beautiful Bill change your retirement?
In Washington, the House has passed the Big Beautiful Bill, and within it, some significant tax language that could reshape the way you’re thinking about retirement. WHY IT MATTERS Here’s…
Read MoreDoes Your Plan Crack Under Pressure?
Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy!You’re unique, and you deserve a plan that meets your specific goals. It’s time…
Read MoreAre you taking advantage of this market moment?
The market has regained much of the ground it lost earlier this year. This rebound is largely due to stronger-than-expected GDP growth and easing inflation pressures, which have boosted investor…
Read MoreGDP Dipped…But Not for the Reason You Think
Recession alarm bells are ringing…again.The latest GDP report shows the economy shrank by 0.3%. 1 That kicked off a flood of doomscrolling, scary headlines, and panicked selling.But before we jump to conclusions,…
Read MoreDoes the Economy’s Shrinking Have You Thinking?
Just a brief check-in after a new report shows the U.S. economy contracted by 0.3% in the first quarter of 2025, marking the first instance of negative growth in three…
Read MoreExclusive Insights: How Could Stagflation Impact You?
The economy continues to evolve in complex ways. Inflation is still sticking around, and growth seems to be slowing, which has some folks raising concerns about the possibility of stagflation.…
Read MoreThree Reminders for a Shaky Market
It’s hard to ignore the headlines and your neighbor’s Facebook posts lately. With the ongoing announcements on tariffs, pauses and exemptions — along with increased projections for a potential…
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