As March unfolds, it brings with it a unique opportunity to focus on our health and well-being through the celebration of National Nutrition Month. This annual observance serves as a reminder to make informed food choices, develop healthy eating habits, and embrace a lifestyle that nourishes both body and mind. National Nutrition Month, initiated by…

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As the holiday season fades into the rearview mirror, the spirit of generosity often takes a backseat in people’s minds. The festive season, characterized by gift-giving and acts of kindness, tends to bring charitable activities to the forefront of our consciousness. However, the truth is that charitable giving doesn’t have to stop once the holiday…

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In the dynamic landscape of today’s professional world, job changes have become more common than ever. Whether you’re pursuing new opportunities, seeking better work-life balance, or responding to unforeseen circumstances, making a job change is a significant life transition. One aspect that requires careful consideration is your financial preparedness. Here’s a comprehensive guide to help…

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Our Investment Committee has been meeting over the last couple weeks to rebalance all client portfolios as we have done over the last 20 years.  I wanted to share with you some of the highlights and notes of our what and why: We expect to see volatility over the coming year with the election, potential…

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It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the calendar year just ended, but over the last two years. I can do it in two sentences: In 2022, the Dow, the S&P 500 and the Nasdaq 100 experienced peak-to-trough declines of…

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As we are in full holiday mode, I wanted to take a few moments to wish you and your family a very special holiday and memorable time together to rest, connect, and look ahead to the New Year. Also, we are winding down from another “interesting” year in the stock market, to say the least. …

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As the future of Social Security in the United States becomes increasingly uncertain, it’s essential to take charge of your retirement planning to ensure a financially secure future. While Social Security has been a reliable safety net for retirees, preparing for retirement demands a proactive approach. In this blog, we’ll delve into strategies to construct…

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