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Are you giving to charity this November?
Reading Time: 3 minutesNovember is typically a time when people make charitable donations to causes they care about. Here are the most common questions we get about how to ...
Portfolio concentration strikes again!
Reading Time: 3 minutesWith the market indices becoming increasingly top-heavy due to the run up of a select few tech names, it is not uncommon for us to get ...
Glassner Carlton September Market Outlook
Reading Time: 2 minutesRecent economic trends display no cause for concern. But we aren’t waving the victory flag just yet. Weakness in jobs data may indicate murmurs of trouble ...
What does the Big Beautiful Bill mean for me?
Reading Time: 2 minutesReading Time: 2 minutes The potential income tax changes of the One Big Beautiful Bill Act are a subject of curiosity for many Americans. Here are the points ...
Managing cognitive decline
Reading Time: 3 minutesCognitive decline is a sad condition that many families are challenged by, and our hearts go out to all those affected. If you or a loved ...
Liberation Day and what it means for your portfolio
Reading Time: 1 minuteLiberation Day, which occurred last month, and its economic effects are the question on everyone’s mind. In this month’s newsletter we review what the experts say ...
Market volatility – take a breath and exhale!
Reading Time: 2 minutesThis year has been unlike the last few recent ones in terms of heightened market volatility, despite economic fundamentals staying solid. Despite the bearish sentiment, we ...
Get ready for the 2026 estate tax changes – everything you need to know!
Reading Time: 4 minutesJust when you thought the waters could not get any frothier, the tax laws are changing in 2026! Read this article to learn about the sunset ...