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TEAM SPOTLIGHT – David Limoges
Meet David Limoges, Associate Wealth Manager, certified Taekwondo and Kyokushin Karate black belt, and cat uncle of two.
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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.
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
Wholesale change made overnight is not something we are good at sustaining. However, small changes implemented over time can make a significant difference.
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.
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
