Wealth Services
Weekly Market Update
U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.
April 21, 2025
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Wealth Services
Retirement Planning Through a Financial Literacy Lens
A strong retirement plan goes beyond saving—it requires tax-smart strategies, income planning, and long-term flexibility. Learn how financial literacy can help you get the most from your retirement years.
April 17, 2025
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Weekly Market Update
Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.
April 14, 2025
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Monthly Market and Economic Update - March 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
April 10, 2025
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Financial Literacy Is a Lifelong Journey—Here’s How to Stay on Track
Financial literacy isn’t just about budgeting—it's about making smart, strategic decisions at every life stage. Explore ways to stay financially sharp as your goals and priorities evolve.
April 9, 2025
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Weekly Market Update
Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.
April 7, 2025
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Weekly Market Update
Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation.
March 31, 2025
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Weekly Market Update
Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
March 24, 2025
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Warning Signs That May Trigger a Tax Audit
Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.
March 18, 2025
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