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2023 Q1 Recap & Outlook

If there’s such a thing as the opposite of the beginning of 2022 for markets, that’s exactly what happened in the first quarter this year. The S&P 500 gained 7.5%, and the NASDAQ jumped 20.8% after a very difficult 2022 for both. Bonds gained modestly last quarter...

Unintended Consequences

Tuesday, March 7 Federal Reserve Chairman Jerome Powell testified in front of the Senate Banking Committee. His message was hawkish as the Fed Chair discussed not only the persistence of inflation (and the committee’s plan to continue raising interest rates), but also...

Maximize Your Charitable Gifts

Charitable gifting is an honorable pursuit in and of itself. Changes in tax laws provide certain incentives which might also make certain gifting strategies more favorable to donors than others. In this article we offer four simple ways to maximize personal benefits...


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