Charitable Giving: Smart from the Heart

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5 Key Principles of Social Security

January 30, 2023

When to claim Social Security is a difficult question to answer. It's a complicated system! Here we'll look at five key principles that are both wildly important and frequently misunderstood. Gaining an understanding of them should help you

It’s all about the E, as in Earnings

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We mentioned last week that we were getting into the heart of the 4th quarter earnings reporting season and the banks kicked it off with somewhat mixed results. Netflix was last week, the first of the many big tech companies to report....

Mixed start to earnings

January 17, 2023

Last week was the start of earnings for the S&P 500 companies and it was a bit of a mixed bag. While the big banks generally met or exceeded earnings, the expectations had already been lowered. In general, there was concern about the...

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