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Apr 03, 2023
Perspective: April 2023 Market Commentary
Over our firm’s twenty-three year history, we’ve produced market commentaries during challenging times and on the heels of some horrible tragedies.
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Mar 13, 2023
You've Seen One Bank, You've Seen One Bank
Late Sunday afternoon the Treasury, Federal Deposit Insurance Corporation, and Federal Reserve took extraordinary measures to protect bank depositors around the country.
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Jan 03, 2023
Bad News, Good News: January 2023 Market Commentary
As we reflect on 2022 and plan for the new year, there is no shortage of bad news.
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Dec 31, 2022
It's Not too Late to Reduce Your 2022 Tax Bill
It is not too late to consider tax planning moves that may lower taxes for the 2022 tax year and possibly position you for savings in the years ahead.
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Nov 16, 2022
Planning for Year-End Gifting and Distributions
With the end of the year quickly approaching, we want to share some reminders on planning opportunities and recommended deadlines to ensure we can help you accomplish your goals before the close of the year.
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Oct 03, 2022
The End of an Era, October 2022 Market Commentary
The passing of the resilient and remarkably dutiful Queen Elizabeth II represented the end of a long era. Few Britons have lived under another monarch. The affection for the Queen was apparent from the British response, including a nearly five-mile “queue” of citizens waiting to pay their respects.
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Sep 01, 2022
Medicare Planning 2022: Making Sense of your Options
When it comes to retiree health insurance, it can be overwhelming to understand when to enroll, options under each plan, costs and what plan best fits your needs. In this brief commentary, we highlight things to consider as you approach retirement.
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Jul 01, 2022
A Big One-Two Punch, July 2022 Commentary
The upcoming 4th of July holiday is a welcome mid-year respite.
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May 15, 2022
Intra-Quarter Market Brief - A Rapidly Shifting Landscape
Our normal pattern is to issue a quarterly market commentary. In periods of heightened market volatility, however, we strive to communicate more frequently.
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Apr 01, 2022
An Inspiring Response, April 2022 Commentary
The Ukrainians’ incredible fortitude in the face of Russia’s invasion and merciless tactics has inspired the world.
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Jan 31, 2022
Lots of Catching Up to Do, January 2022 Commentary
After an incredibly resilient 2020, most stock market prognosticators expected only modest gains in 2021.
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Oct 31, 2021
Putting it all in Perspective, October 2021 Commentary
The third quarter proved an eventful one for investors.
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Sep 01, 2021
Medicare Planning 2021: Making Sense of your Options
When it comes to retiree health insurance, it can be overwhelming to understand when to enroll, options under each plan, costs and what plan best fits your needs. In this brief commentary, we highlight things to consider as you approach retirement.
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Jul 01, 2021
Half-Full or Half-Empty, July 2021 Commentary
Our April Market Commentary was titled, The Opposite of Cabin Fever. In short, we expected social and business activity to resume abruptly as vaccines were distributed and the threat of the COVID-19 crisis receded.
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Apr 01, 2021
The Opposite of Cabin Fever, April 2021 Commentary
udging from increased pedestrian traffic and the return of pedal taverns and party barges, signs of life in downtown Nashville are emerging. While certainly tepid relative to recent years, and despite the enormous challenges still facing the major arts and entertainment venues, the activity is encouraging.
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Feb 01, 2021
Planning Perspectives: Self-Employed Retirement Savings
While there are several retirement savings vehicles available to sole proprietors and contractors, the two favorites in terms of flexibility and savings potential are the SEP-IRA and solo 401(k).
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Jan 01, 2021
Hope Springs Eternal, January 2021 Commentary
Well said, Unknown! 2020 has been a tumultuous year and arguably the most consequential since 1969.
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Oct 01, 2020
It’s A Marathon Not a Sprint, October 2020 Commentary
This summer, the financial markets sprinted ahead at a record pace.
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Jul 01, 2020
A First Half to Remember, July 2020 Commentary
The shifting landscape for commerce (e.g., bricks to clicks), record unemployment, and the number of businesses that have permanently closed due to COVID-19 creates a degree of economic uncertainty we have not seen since The Great Recession of 2007-09.
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Jun 30, 2020
Time to Refinance?
Confronted with the challenges of COVID-19 the Federal Reserve has taken unprecedented actions, including a commitment to buying U.S. Treasuries, municipal, and most recently corporate debt.
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May 28, 2020
Important Planning Considerations 2020
The SECURE Act and recently passed CARES Act in response to the COVID-19 crisis create some unique retirement, tax, and estate planning opportunities.
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May 25, 2020
COVID-19 Market Brief: What’s Priced In?
Last week and over the weekend, Federal, State, and local governments increased dramatically their efforts to slow the spread of the COVID-19 virus.
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Apr 01, 2020
The Will to Win, April 2020 Commentary
Details are slowly emerging for what the $2 trillion stimulus bill passed on March 25th means for small businesses, certain corporations, and individuals.
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Mar 15, 2020
COVID-19: You Have Everyone’s Attention
Our nation’s response to COVID-19 in the past forty-eight hours has escalated dramatically.
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