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Market Update – April 2025

Recent market fluctuations have once again highlighted the unpredictable nature of stocks over the short term. We understand that volatility can be unsettling, but as always, our investment philosophy remains steadfast: focus on what you can control—the strategic mix of investments aligned with your goals and the expenses associated with your investment strategy. During periods […]

2024 IRA and HSA Contributions Reminder

As we navigate market fluctuations, it’s also important to remember key deadlines for retirement contributions. Please note that the deadline for 2024 Traditional IRA, Roth

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