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The Fed Met the Market

In their final policy decision of 2023, Federal Reserve officials left interest rates unchanged. The decision was unanimous amongst committee members and concludes a remarkable year for the economy and Federal Open Market Committee. Policymakers kept the benchmark...

2023 Q3 Recap & Outlook

For seven quarters, stocks and bonds have moved virtually lockstep in daily trading. When bond prices decline (and yields rise), stocks struggle. It’s typically not as simple as the binary trading market we’ve been stuck in, but since the Fed started tightening in...

Wealth Planning – 529

In one of its final acts of 2022, Congress approved the SECURE Act 2.0, a bill designed to improve retirement savings. President Biden signed the bill into law on December 29, 2022. Many provisions of the SECURE Act 2.0 have been implemented, while others will start...

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