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The first half of 2025 has been unpredictable; even messy at times. Headlines screamed about tariffs, corrections, conflicts, and the dollar dropping like a stone.
Most investors focus on returns, but what really matters is what you keep after taxes. Read our latest article to learn how asset location can help you keep more of your wealth.
When it comes to achieving financial independence and planning for retirement, investment strategies and savings rates often take center stage. However, one crucial yet often overlooked aspect is tax planning.
With the holiday season just around the corner, you might be thinking about what would be a great gift for your children or grandchildren. And
Financial independence is a term that gets tossed around a lot in personal finance, often portrayed as the ultimate goal. But beyond the headlines and
This past summer, I found myself at several backyard cookouts and summer parties, surrounded by family, friends, and a few new faces. I enjoyed listening
Inflation has been a main topic of conversation in economic, consumer, and political circles for some time now, and for good reason. At its core,
The question I’m getting as much as any others in recent weeks is “What do you think about the election and how will it impact
Finance and personal growth might seem unrelated, but for me, they’ve always been intertwined. The books I’ve read have significantly influenced my approach to investing
Over the past few years, it seems that markets, investors, and even our own clients have been focused on interest rates and their effect on
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