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Stay informed on the things that could influence your financial picture the most.
We offer research and articles.
Financial Strategies for Women
Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle.
December 8, 2023 Weekly Market Insights
Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally.
What If Your Kids Decide Against College?
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education.
Intellectual Property and Your Estate
Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood.
December 4, 2023 Weekly Market Insights
The stock market digested November’s robust gains for much of last week but rallied strongly amid falling bond yields on the last trading day.