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The Latest News from Our Team

 View 4 of our most important newsletters from 2022 & 2023. We invite you to sign up below!

1. Time for a big summer market update

The long lost normal rate of inflation is off in the distance.  What we don’t know is how long the flight will take to get there…nor what kind of landing to expect when we arrive. 

Will it be a hard landing, or a soft one? 

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2. Protect Yourself from Identity Theft and Cyber Attacks

This may be one of the most important letters that we send this year, and we encourage you to share this information with friends and family.

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3. Changes to IRAs and 401ks? – SECURE Act 2.0

Back in 2019, Congress passed a law known as the Setting Every Community Up for Retirement (SECURE) Act.  The law made important changes to IRAs and 401(k)s, among other things, and was designed to help more Americans save for retirement. 

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4. Navigating Turbulent Times

Remember when you were learning to drive, how new and scary it could be?  The first time you merged onto the freeway.  The first time you switched lanes during heavy rush hour traffic. Sustained volatility has a lot of investors gripping tight on the wheel...

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