Commentary
Is A Dividend Focused Portfolio Outdated?
October 17, 2025
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Third Quarter 2025 commentary discussing dividend focused portfolios.
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Q3 | 2025 – Market Insights
October 17, 2025
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We're recapping market events that took place in Q3 of 2025 and giving insights into what those events may mean going forward.
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Observations and Takeaways from the One Big Beautiful Bill Act
July 23, 2025
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In our Second Quarter 2025 commentary, we discuss some of the more impactful changes presented in the newly signed One Big Beautiful Bill Act.
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What I Am Teaching My Kids About Money
July 16, 2025
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If we want the next generation to thrive, we need to talk about money. Here’s how I’m teaching my kids about financial confidence.
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Key Takeaways from the One Big Beautiful Tax Cut Act
June 10, 2025
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The Big Beautiful Tax Cut Act: What will it mean for your finances? Explore key changes and how to prepare in our latest tax law ...
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4 Common College Planning Mistakes to Avoid
May 7, 2025
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Don’t let poor planning jeopardize your child’s future. Discover the top 4 regrets in college planning and how to avoid them now.
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