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OUR LATEST INSIGHTS

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Q1 2025 Market & Portfolio Update

As we progress into early 2025, the global economic environment continues to evolve, shaped by factors like ongoing inflation, changing monetary policies, geopolitical tensions, fluctuations in energy markets, and, perhaps most notably, the impact of the President's economic policies. Read more for an updated summary of our views on these developments and their potential effects on our investment portfolios.

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Financial Love Languages: Aligning Money Goals in Relationships

February is the month of love, and while chocolates and roses often take center stage, there’s another area where communication and understanding are essential in relationships: finances. Money is one of the leading causes of stress and conflict in relationships, yet it’s a topic many couples tend to avoid. By understanding each other’s “financial love language” and working together to align money goals, couples can not only strengthen their bond but also create a more secure future. Open communication about finances fosters trust, reduces tension, and helps achieve the peace of mind every partnership deserves.

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2024 Year-End Tax Planning Strategies

As we approach the close of 2024, it's an ideal time to revisit tax-saving opportunities that can help you make the most of your financial plan. With some proactive steps, you may be able to reduce your tax burden and position yourself for a stronger financial future. Read more for key strategies based on IRS guidelines and best practices in wealth management.

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