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Past Commentary & Articles

Article
January 20, 2026
Tree Roots

Recent tariff shifts have fueled sharp swings across global markets, triggering renewed bouts of volatility. Investor sentiment has been unsettled as policy uncertainty and shifting trade dynamics.

Article
January 16, 2026
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Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.

Wise Women
January 16, 2026
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Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

Article
January 16, 2026
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Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Article
January 9, 2026
Roth Conversions

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

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