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Jun 27 | 2025
Market Update: Markets Shrug Off Geopolitics
What’s the definition of a resilient market? Perhaps one that maintains momentum amid fear of a potential war brewing in the Middle East. The market (as measured by S&P 500) maintains its […]
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Jun 20 | 2025
Portfolio Perspectives: Why Estate Planning Is for All Clients
Estate planning is often associated with extreme wealth, but it’s essential for clients at every level. It ensures assets are transferred with clarity and care, reduces confusion, avoids delays and protects families during difficult times […]
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Jun 13 | 2025
Market Update: Market Scariness Dissipates
Happy Friday the 13th! Of all the things to be scared of these days, fear not the markets. The market (as measured by S&P 500) is up nearly 20% since the April lows and is up more than 3% […]
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Jun 02 | 2025
Bond Market Update: The United States Loses its last AAA Rating
Moody’s downgraded the United States credit rating to Aa1 from AAA and revised the outlook to stable from negative on May 16. The market reaction has been relatively […]
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May 09 | 2025
Market Update: Longest Winning Streak in 20 Years
Despite the volatility, the uncertainty, the headlines… The S&P 500 ended last week (as of May 2) with nine consecutive days of gains, the longest winning […]
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