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Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

Seeing the Big Picture

Seeing the Big Picture

To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.
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Strategas 2022 Midterm Election Primer

Strategas 2022 Midterm Election Primer

Washington Policy Research: We believe that this increased political volatility is a direct result of the elevated economic uncertainty that has stemmed from the crisis. With midterm elections looming and inflation at 40-year highs, we believe this trend is likely to continue in 2022.
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How to Deal with the Inevitable Volatility

How to Deal with the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.
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6 Ways to Inflation-Proof Your Retirement Plan

6 Ways to Inflation-Proof Your Retirement Plan

Strategies to help make sure you have the retirement you deserve, even if inflation is here to stay.
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The IRS’s Inflation Adjustments for 2022

The IRS’s Inflation Adjustments for 2022

The standard deduction is up, Social Security is way up, and other inflation-related changes you should know about.
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The Case for Liquidity

The Case for Liquidity

The best way to maximize your outcomes is to maximize your choices.
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