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Posted on October 6, 2025
With characteristic directness, President Trump has expressed dissatisfaction in recent weeks with the job performance of Federal Reserve Chair Jerome Powell. Serious or not, this kind of talk has investors speculating on what’s next for the U.S. central… Read More
Category: Investment Planning
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Posted on November 17, 2025
Memo: The Parable of the Boiling Frog — and What It Teaches Us About the U.S. Deficit
by C. Todd Fry, CIMA(R), CFS
There’s an old parable about a frog placed in a pot of cool water. If the water is heated gradually, the frog fails to notice the rising temperature until it’s too late. The story, though biologically inaccurate, carries an important message: small,… Read More
Category: Investment Planning, Market Commentary
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Posted on November 17, 2025
Retail experts predict most shoppers will spend less this holiday
by J. Eric Rice, CFP(R), ChFC(R)
The holiday season brings ample opportunities for consumers to spend their cash on a variety of gifts, but with pressure building on people’s budgets from tariffs to inflation, Americans’ spending is expected to slow this year. The National Retail Federation forecasts Americans… Read More
Category: Investment Planning
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Posted on November 17, 2025
Tax-Saving Moves You Can Make Before Year-End
by J. Eric Rice, CFP(R), ChFC(R)
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. Tax Day may still be months away, but there are plenty of tax-planning strategies you can consider before then to… Read More
Category: Investment Planning, Market Commentary, Tax Planning
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Posted on October 6, 2025
Envisioning a post-Powell Fed: What comes next?
by C. Todd Fry, CIMA(R), CFS
With characteristic directness, President Trump has expressed dissatisfaction in recent weeks with the job performance of Federal Reserve Chair Jerome Powell. Serious or not, this kind of talk has investors speculating on what’s next for the U.S. central… Read More
Category: Investment Planning
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Posted on October 6, 2025
4 views on one big beautiful bill
by J. Eric Rice, CFP(R), ChFC(R)
Now that President Trump’s One Big Beautiful Bill Act has been signed into law, investors are turning their attention to the impact that the massive tax and spending legislation could have on the U.S. economy and financial markets…. Read More
Category: Investment Planning, Market Commentary
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Posted on October 6, 2025
What to Know About the New Tax Deduction for Older Adults
by J. Eric Rice, CFP(R), ChFC(R)
Who qualifies? How much is it? Does it affect Social Security? Millions of taxpayers ages 65 and older got a big tax break in the “One Big Beautiful Bill”: a new $6,000 tax deduction, effective this year. The… Read More
Category: Investment Planning
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Posted on June 12, 2025
Economic Outlook: Higher Uncertainty, Lower Growth
by C. Todd Fry, CIMA(R), CFS
There are many ways to describe the outlook for the U.S. and world economies. But at the midpoint of 2025, one word has risen to the top of the lexicon: uncertainty.
Category: Investment Planning
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Posted on June 12, 2025
Four Tax-Friendly Ways to Pay for Long-Term Care Insurance
by J. Eric Rice, CFP(R), ChFC(R)
No matter how meticulously you’ve planned for retirement, if you don’t have long-term-care insurance, a catastrophic illness could clean out your savings.
Category: Investment Planning
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Posted on June 12, 2025
‘Fantasy Math’ masks tax bill’s U.S. debt impact, GOP lawmaker said. What the Deficit Means for Your money.
by J. Eric Rice, CFP(R), ChFC(R)
Key Points Legislation passed by Republicans in the House and now being considered in the Senate would increase the U.S. debt by more than $3 trillion after interest and economic effects, according to estimates. The “One Big Beautiful… Read More
Category: Investment Planning
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Posted on May 13, 2025
4 AI Bottlenecks Could Bolster Old Economy Companies
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence (AI) hype cycle may be coming to an end. Technology giants and investors alike are enthusiastic about AI’s potential to drive productivity gains and transform the economy. But certain resource constraints could prevent AI growth rates from… Read More
Category: Investment Planning, Market Commentary
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