Inflation, often referred to as the silent thief, has brought a lot of attention to itself over the last few years. Although it has an impact on our everyday lives, it especially affects retirees living…
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2024 Q1 Quarterly Market Review
Below is a summary of global financial markets in Q1 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q1 QMR
Retirement Planning: Eight Steps to Help You be On Track
Saving for retirement and your children’s future education are two of the most significant financial goals you’ll likely encounter in your lifetime. However, determining how much to save for each can be challenging and overwhelming….
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2024 Women’s Health Event
To celebrate Women’s History Month, we hosted world-renowned women’s health expert Dr Stacy Sims to debunk myths surrounding women’s health and fitness. Dr Sims also explained why it’s important to have a women-specific approach to…
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Tax in 2024: Deadlines You Should Not Miss
Stay ahead of the game in 2024 with our comprehensive guide to the essential tax deadlines in the United States. As tax season approaches, knowing key dates is crucial for individuals and businesses alike to…
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Market Returns during Election Years
As election season heats up, many people are asking how it will impact the stock market. While every election is different, quantitative asset manager Dimensional Fund Advisors (DFA) has dug into past election year data…
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