October Quarterly Newsletter - 2023
Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...
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- Sep 29
- 2 min
There is never perfect clarity in financial markets
The stock market pulled back in August and September with most of the weakness in the latter month following Fed Chairman Powell’s...
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- Sep 29
- 1 min
Market Update - September
Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and...
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- Sep 1
- 3 min
Labor Day Labor Market Update
Happy Labor Day! Labor Day is the annual celebration of the social and economic achievements of American workers. The holiday is rooted...
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- Aug 7
- 2 min
The Best Companies Will Thrive
Monetary and fiscal indicators have continued to tighten significantly. Negative money growth, an increasing fiscal deficit, rising real...
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