News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 15, 2025
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A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 06, 2025
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The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 01, 2025
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Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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