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Market Update 4/16/25
Navigating the Headlines The best place to measure the effects of the tariff chaos levied on the global economy is in the quarterly...
Joe Warren
22 hours ago2 min read
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Market Update 4/4/25
Policy Chaos April 2nd—“Liberation Day”—has passed, and the tariff bombshell dropped by the Trump administration is being absorbed by the...
Joe Warren
Apr 42 min read
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Market Update 3/31/25
Selling Out? Q1 for the S&P 500 was rough, with the index falling by 7%. That number is somewhat misleading because the index hit an...
Joe Warren
Mar 311 min read
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Roth Conversions as a Tax-Efficient Strategy
As retirees approach the age of 73 (or 75, depending on their birth year) when Required Minimum Distributions (RMDs) begin, many miss out...
Hector Molini
Mar 252 min read
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