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Getting Ready For Tax Season
No one loves tax season; pulling together the forms and information is drudge work and not particularly fun. However, the sooner you start pulling everything together, the more time you and your accountant, have time to ensure your return is thorough and you receive the deductions you qualify for.
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Navigating Wealth Together: Strategies for a Healthier Financial Relationship
Love and money are two of the most significant forces in any relationship, but they don’t always go hand in hand.
2025 Outlook: Familiar Themes, New Challenges
Bottom Line: We remain constructive but cautious for 2025. Policy risk, volatility, and elevated interest rates may test investors’ patience.
5 To-Dos for Financial Peace of Mind in 2025
“May all your troubles last as long as your New Year’s resolutions.”- Joey Adams
As suggested by the quote above, wholesale change made overnight
MARKET REVIEW: 4Q 2024
Investors started 2024 with high hopes, anticipating continued GDP growth, slowing inflation, a more accommodative Fed, and climbing corporate profitability in the year. 2024 largely
Ringing in the Holidays with Fulcrum
The holiday season holds a special place in the hearts of many, offering a cherished opportunity to gather with friends and family. With that cheerful
Celebrating Our Scholar
We are celebrating four years of our wonderful partnership with the College Success Foundation (CSF) and highlighting our scholar, Hawi Kadir, who is now a
