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The LGBTQ+ community has seen significant gains over the last few years, particularly with marriage equality and workplace discrimination cases decided favorably by the Supreme Court. Yet, the community has less financial security than the general population.
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Discover how a financial advisor can guide you through market uncertainty like a trusted copilot—helping you avoid costly detours and stay on track toward your financial goals.
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Explore how the S&P 500 performs before, during, and after recessions. Learn why the stock market isn’t the economy—and how investors can navigate uncertainty with confidence.
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Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.
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For the period June 1 – June 30, 2023. Executive Summary Equity markets ended the second quarter strong, fueled by the resurgence of Mega-Cap Growth stocks. While the Fed may have pushed pause on further rate hikes—for now—tighter financial conditions may still be in store for the second half of the year. A mild recession may still be possible, but certain economic indicators are showing positive signs.
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Despite equal pay laws since 1963, American women still earn just 82 cents for every dollar men make. Explore the causes of the gender wage gap—including the motherhood penalty and racial disparities—and discover actionable strategies women can use to close the gap and secure a stronger retirement.
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When two people with different ideas about money and investing get engaged, financial planning can become a delicate issue. For example, if one is a saver and the other is a spender, how you handle money can become a source of conflict.
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Explore May 2023’s market insights: a resolved debt ceiling crisis, resilient equity returns, and shifting inflation dynamics. Learn how economic uncertainty and tech sector strength shaped investor sentiment.
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In this video, Wealth Enhancement specialists detail the latest with investment markets, including why we may not yet be out of the current rate-hiking cycle.
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Unsure what trust is right for you? Learn the differences in estate, gift, and income tax advantages, including irrevocable trusts, GRATs, and ILITs.
