Taxes

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8 Step Summer Financial Checkup

It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in...

Retirement

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Investing

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The Anatomy of an Index

THE ANATOMY OF AN INDEX Did you know that an estimated $13.5 trillion in assets are indexed or benchmarked to the Standard & Poor’s 500 Composite Index, including $5.4 trillion in index assets? [1] The S&P 500 is...

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What the Inflation Act Means For You?

The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, this article highlights three key areas where you may benefit the most. Tax credits for...

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