Blog
How to Reduce Taxes in Retirement (Without Risky Strategies)
While it is important to know how much to save for retirement, it is just as important to know how much of those savings you will keep after taxes. We explore common strategies that could help you bring home more in retirement
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A Diversification Reminder: International Stocks Outperforming U.S. Stocks
After a long outperformance by US equities, international stocks have dominated returns recently. What has changed, and what does it mean going forward?
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2026 Market Outlook: What the Tailwinds Could Mean for Your Financial Plan
As we head into 2026, market headlines will keep changing—but a solid financial plan shouldn’t. Our 2026 Market Outlook looks at the key economic and market forces shaping the year ahead and why long-term planning still matters most.
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Never Too Early: Smart Year-End Tax Planning Moves
As the year comes to a close, it’s worth taking a few minutes to make sure you’ve positioned yourself for tax season. December 31 is an important deadline, as many opportunities to reduce your 2025 tax bill will be off the table...
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What You Should Know About the “One Big Beautiful Bill Act” (OBBBA)
Just over two weeks ago, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. We highlight a few key tax-related changes that may impact your financial planning starting in 2025.
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Mid-Year Market Check-In: What to Know for Summer 2025
Check out our mid-year market update for key insights and planning tips as we head into the second half of the year!
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The Importance of Reviewing Your Tax Return with a Financial Advisor
Your tax return is more than just a summary of what you owe; it’s a window into your overall financial picture
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New Years Resolutions: Four Realistic Financial Goals for 2025
Would You Like to Improve Your Financial Situation in 2025? We Highlight Four Simple, Actionable Steps to Help Make This Year Better Than The Last!
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Market Volatility: Five Facts About The History of the S&P 500
What does a "normal" stock market look like? What years are considered outliers, and how often do they occur? What has the S&P 500 actually averaged historically, and how much does that average depend on your starting and ending points?
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Asset Location: The Right Investments in the Right Accounts
Every account has its own tax implications and its own investment objectives. Learn how to design each account's allocation around these two factors!
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Summer Tasks: Estate Planning Considerations
Summertime can mean a lot of things: kids being home from school, warm weather, fun vacations, and many more. Reviewing certain areas of your financial plan is probably one of the last things on your mind over the summer. Most...
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Higher For Longer: What Elevated Interest Rates Mean For Your Investments
The timeline for interest rate cuts is uncertain. How could that impact your portfolio? Matt breaks down multiple factors to consider in this month's article!
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Spring Cleaning: 5 Planning Tips After Tax Day
Tax Day is officially behind us! What should be on your mind as we look towards the rest of 2024?
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