March 20, 2023

In Focus: The Fed’s Inflation Target is Not Yours

Inflation matters in many ways, but most importantly for markets today is the force behind the Federal Reserve’s actions. It’s primary tool to cool inflation is higher interest rates. Higher…

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March 14, 2023

Market Review – February 2023

Strong economic data raised market expectations for additional rate hikes in total of 0.5% by year end. While perhaps overdone, this speaks to how much the Fed has already raised rates, and that the end is perhaps near on rising rates.

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February 23, 2023

The Clarity Formula® – Estate Planning: An Updated Guide for 2023 Estate Planning

The Tax Cuts and Jobs Act (TCJA) significantly increased the estate exclusion amount (presently $12.92 million for 2023). Under present federal legislation this limit is set to decrease to $5.0…

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February 15, 2023

Market Monitor – Fourth Quarter 2022

The fourth quarter was a welcome respite from the downdraft of 2022. Additional data that supported the moderating inflation mantra, a softening Federal Reserve (Fed) and the unwind of COVID-Zero policies in China led many asset prices higher.

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February 13, 2023

Market Review – January 2023

Broad asset classes kicked off the new year higher after a not-so-jolly December. Sentiment turned decidedly positive based on slowing wage and job growth and cooling price pressures. These trends provided optimism for a less hawkish Fed pushing investor expectations from a 0.50% Fed move in February to a 0.25% as of January 31, 2023.

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January 12, 2023

In Focus: SECURE 2.0 Act Paves the Way for Big Changes

The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December…

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December 27, 2022

2023 Outlook
Goodbye TINA (There is No Alternative)

Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our…

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November 21, 2022

2022 Year End Planning

This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse…

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November 9, 2022

Suddenly Come Into Money?

Receiving an inheritance or any form of sudden money can be a blessing in your life, but it usually comes with sadness and grief, and often with headaches and challenges. If you’re not careful and don’t manage the funds properly, it’s easy to let an inheritance go to waste or not be used to its full potential.

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October 26, 2022

Market Monitor – Third Quarter 2022

The votes have been tallied and any hopes for a sustained rally in July were quickly dashed as markets experienced a bear market rally through the remainder of the third quarter. Markets broadly made new lows on the same mix of concerns that have plagued 2022.

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September 21, 2022

The Clarity Formula® – Tax Strategies

Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes…

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September 14, 2022

Market Review – September 2022

For much of August, markets were heating up in the wake of a relatively favorable earnings season. But, much like a child’s summer ends with a new school year, the August rally ended following the Jackson Hole Economic Symposium in the second to last week of the month.

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