Shean Fletcher 2/10/25 Shean Fletcher 2/10/25

What Tariffs and Trade Wars Mean for Long-Term Investors

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Shean Fletcher 1/30/25 Shean Fletcher 1/30/25

Fed’s View on Inflation and Interest Rates

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Shean Fletcher 1/28/25 Shean Fletcher 1/28/25

A Path - Why Direction Matters More Than You Think

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Will Cocking 1/16/25 Will Cocking 1/16/25

Maximizing the Benefits of Health Savings Accounts in 2025

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Shean Fletcher 1/14/25 Shean Fletcher 1/14/25

Market Insights: What’s Behind Recent Inflation Numbers?

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Shean Fletcher 1/13/25 Shean Fletcher 1/13/25

How Fear of Loss Can Hold You Back in Building Wealth

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Shean Fletcher 12/16/24 Shean Fletcher 12/16/24

The Value of Staying Invested

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Will Cocking 12/9/24 Will Cocking 12/9/24

Charitable Remainder Trusts: A Guide to Giving Back While Potentially Reducing Income Tax and Estate Transfer Taxes

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Will Cocking 12/3/24 Will Cocking 12/3/24

End-of-Year Financial Planning Opportunities for 2024: Navigating the Post-Election Landscape

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Shean Fletcher 11/14/24 Shean Fletcher 11/14/24

Market Update: S&P 500 and the Election Volume-Weighted Average Price (VWAP)

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Will Cocking 10/22/24 Will Cocking 10/22/24

Maximizing Charitable Giving Through Charitable Bunching

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Will Cocking 10/15/24 Will Cocking 10/15/24

How to Maximize Your HSA: Let It Grow and Save Your Receipts for Later Reimbursement

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Estate Planning, Taxes Will Cocking 10/7/24 Estate Planning, Taxes Will Cocking 10/7/24

Utilizing the Elevated Gift & Estate Tax Exemption Before It's Gone - Spousal Lifetime Access Trust (SLAT)

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