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A Tale of Two Cities
It was the best of times, it was the worst of times, it was the age of future rate cuts, it was the age of higher for longer, it was the...
Mar 5, 20243 min read
College Planning Basics
Tyler and Chuck sit down to discuss College planning. The discussion begins with having the end in mind by knowing the current costs of...
Feb 28, 20241 min read
Recent Developments in the Fixed Income and Equity Markets
Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Below...
Feb 14, 20241 min read
2024--Off to a Positive Start!
The stock market has moved higher thus far in 2024 with investors anticipating the Fed cutting interest rates, no recession and a return...
Feb 7, 20242 min read
January Quarterly Newsletter - 2024
The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...
Jan 26, 20245 min read
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