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Big News for Public Servants: Social Security Rules Have Changed On January 5th, President Biden signed the Social Security Fairness Act into law. This major

The market just delivered its first 10% correction since October 2023. Sound dramatic? It’s not. In fact, since 2009, we’ve seen nine such corrections roughly

3 Key Takeaways: Market confidence has rebounded following the election and improved global stability, but stock gains remain uneven. A handful of massive companies, the

It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in both stocks and bonds. Inflation

We often remind investors of the importance of maintaining a consistent asset allocation. Maintaining this balance between different asset classes—such as stocks, bonds, and cash—helps

Social Security has been a cornerstone of financial security for millions of Americans since its inception. It provides a critical safety net, especially for those