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Past Commentary & Articles

Article
November 9, 2022
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Now that control of the House and Senate hangs in the balance, there will be no shortage of predictions about how the outcome of the midterm election may impact financial markets and the economy. Investment research analyst Daniel Noonan looks at the historical data.

Market Commentary
November 4, 2022
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The combination of undervaluation, underappreciation, and a potentially heightened period of demand could create an environment where “the old economy” is here to stay.

Article
November 2, 2022
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You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?

Article
October 31, 2022
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It’s open-enrollment season, and at some companies, employees will need to choose whether they would like to sign up for a Health Savings Account (HSA), a Flexible Spending Account (FSA), or a Health Reimbursement Account (HRA). It may sound like alphabet soup, but is important to understand.

Wise Women
October 27, 2022
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The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

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