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Third Quarter 2022 Review and Market Commentary: Cruel September
Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the third quarter’s weakness...
Tax Strategies for Retirees
Many if not most retirees will likely need to access money from savings to supplement Social Security and other sources of income in retirement. Be sure to schedule time with your adviser, retirement specialist or tax professional to help you identify a tax-efficient...
Tax Strategies for Career Professionals and Pre-Retirees
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy looks at the big picture of...
