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Stay informed on the things that could influence your financial picture the most.
We offer research and articles.

How to Make the Tax Code Work for You
By May 20, 2022, over 145 million taxpayers had dutifully filed their federal income tax returns.

Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to?

August 22, 2022 Weekly Market Insights
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.

Your Shifting Risk Tolerance
When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk.

Keeping Summer Safe: Pool and Spa Safety Tips
The backyard pool can be great summer fun, but it can also be a source of danger for children.