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Market Commentary
A Focus on Difficult Questions
The Federal Reserve just raised interest rates again. Inflation is on the rise. The unemployment rate remains low...
The Ancient Origins of the 60/40 Portfolio and its Golden Returns
The “golden ratio” is a mathematical concept that has influenced civilizations and cultures for centuries. Its direct...
Saved Too Much in a 529 Plan? A New Solution is On the Way!
In December 2022, President Biden signed into law SECURE 2.0 which contains a variety of changes to help strengthen...