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Q3 Market Update and End of Year
With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...
Matt Oberholzer
Oct 15, 20243 min read
Year End Information - Conversions, Contributions, Loss Harvesting, FSA’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
Nov 2, 20223 min read
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