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Expand Your Charitable Reach

Charitable giving can be an important part of a financial plan, providing an opportunity to support causes that matter to you while potentially creating financial and tax benefits along the way. But giving doesn’t always have to mean writing a check or making a cash donation. Depending on y …

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Fiscal Deficits Are Exploding, and That’s a Problem

I’m not one to usually worry about government debt, but I believe we have a problem, folks. Inflation is elevated and AI needs a ton of capital to finance its buildout, both of which would normally raise the cost of capital, i.e. interest rates. But on top of that, we’re running unprecedent …

5 Tips for Getting the Right Medicare Coverage This Open Enrollment Season

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is important to help ensure that you have the coverage you need in retirement. Whether you’re enrolling for the first time or considering a change, …

Market Commentary: Stocks Wobble as the Fed Gets Ready to Act

Stocks fell again last week as some early September weakness played out, though not before a nice bounce on Friday to end the week. It was a news-heavy week across the board. Speaking of Friday, it was a somber day, as we mourned the nearly 3,000 people lost 25 years ago on 9/11. Never forg …

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