It's important to remember that investing happens during both good times & bad times in the market.
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A recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month.
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As the holiday season begins, it's the perfect time to pause and appreciate what we have and reflect on the past year.
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A recap of our December 2025 portfolio meeting, discussing what happened in the markets over the last month.
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See how much more you can contribute to your retirement accounts in 2026.
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US Stocks are near all time highs...What does that mean for you?
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A recap of our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation, and
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A recap of our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation, and
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The past year reinforces the lesson that the best way to weather uncertainty is to remain disciplined and focused on long-term goals.
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Market confidence in Fed policy direction, combined with strong corporate fundamentals, creates opportunities for long-term investors.
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A recap of our September 2025 portfolio meeting, covering market developments over the last month, our approach to traditional asset allocation, and our general
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Are we in a market bubble? While it's natural to worry, focusing too much on bubbles can cause you to make bad choices.
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