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Catch January's Quarterly Conversation on video! In the first quarter of 2023, we discuss the economic outlook for the year: Inflation isn’t likely to go away. More than 50% of economists predict a recession this year. There’s no consensus on where interest rates are going. Watch the video to hear more about: Our expectations on what this will mean for the market, and our strategies on how to protect client portfolios over the next few years. Plus, we review the passing of More
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April 2023
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Catch October’s Quarterly Conversation on video! We'll recap themes from our m More
Author Jay D. Ahlbeck, CLU®, ChFC® │ Senior Financial Planner I am not an More
Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local More
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
Post by Richard Bell, Partner, Senior Financial Planner Each year around tax More
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More