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Who We Help
Family Stewards
Women in Transition
Thriving Retirees
Services
Private Wealth Management
Interactive Financial Planning and Investing
About Us
The Team
How We Work
Investment Philosophy
Our Fiduciary Duty
Resources
Client Resources
Blog
Newsletter
Media
TV
News Articles
Speaking
Radio
Contact
Monthly Newsletter
December 2022
Timing is Everything – In Comedy, Not the Markets
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November 2022
Good News From the IRS – No, Really!
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October 2022
Sailing Into a Headwind: Retiring During a Bear Market
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September 2022
The Inflation Reduction Act of 2022: What’s in It for You—And What’s Not
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August 2022
Is It a Recession? Or Is the Economy Just in a Bad Mood?
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July 2022
Why You Shouldn’t Try to Ride the Market Cycle
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June 2022
Inflation Outlook: Is It Time to Buy Gold?
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May 2022
The Fed, the Economy, and the Financial Markets
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April 2022
The Sage Speaks
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March 2022
Global Events and Your Portfolio
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February 2022
Inflation, the Economy, and the Markets
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January 2022
“Sell Your Losers and Let Your Winners Run”: Is Momentum a Reliable Guide?
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December 2021
Setting Your Sails in Uncertain Weather: Tax-Efficient Moves for Your Portfolio
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November 2021
Inflation and Your Stock Portfolio: The News Isn’t Necessarily Bad
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October 2021
The Delta Variant and the US Economy: Have We Seen the Worst?
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September 2021
Prepare Your Kids for Success in Life: Teach Them about Investing
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August 2021
Why Cyberattacks Increased During the Pandemic, and What It Means for Your Online Safety
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July 2021
Inflation: Is It Time to Worry?
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June 2021
What the Market Has Taught Us in 2020
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May 2021
“Invest Like a Girl”: Special Considerations for Women Investors
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