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Matt Oberholzer
Oct 15, 20243 min read
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
Nov 1, 20222 min read
Year End Information - Charitable Giving, RMD’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...
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