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Our Recent Newsletters

October 25, 2023
Market Commentary & Recent Rebalance Q4 2023

Trade Rationale: Seizing Opportunities Amid Market Volatility Following a weak September and October performance, the stock market has rallied significantly since the beginning of November. In the two weeks from October 27 through November 10, the S&P 500 jumped 7.2%. This was following a report of lighter than expected CPI/ inflation, and the possibility that […]

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October 19, 2023
A Guide to Year-End Planning for 2023

As we near the end of another year, it's the perfect time to reflect on your financial journey and set a course for the future. Year-end planning is not just about financial housekeeping; it's a strategic opportunity to optimize your financial health and make the most of your investments. In this newsletter, we'll guide you […]

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September 1, 2023
Calculating Your Retirement Nest Egg: Optimizing Income and Tax Planning

Retirement marks a significant transition in life, offering the promise of relaxation, exploration, and pursuing passions long put on hold. However, achieving the retirement of your dreams requires careful financial planning. One of the critical steps in this journey is estimating the amount of money needed to generate sufficient income during retirement while also optimizing […]

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August 17, 2023
Claiming Social Security While You Are Working 

A question we are often asked is whether or not you can claim Social Security while working. The answer to this question is yes you can. However, it’s not that simple. The question to ask is should you claim Social Security while working? In answering this question it's important to understand the rules regarding earned […]

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