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insights

The world of finance is always evolving. Here you will find the information and insights you need from the people you trust.

MoneyMatters Q1 2023 – Tempered Recovery

Click here to download the Q1 ‘23 MoneyMatters brochure. The year 2022 was a singularly difficult year for markets, the global economy, and investors. We saw negative returns in nearly
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The Secure Act 2.0 Signed into Law

The Secure Act 2.0 Signed into Law Key Provisions & Dates Affecting Retirement Plans Click here to download The Secure Act 2.0 brochure. After months of deliberation, Congress passed the Securing a
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Year-End Gift Giving: An Advanced Tax Strategy

It has been said that money can’t buy happiness. Although this expression has sparked many lively debates, we can now officially debunk it. In fact, numerous studies have shown that
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Market Update Q4 2022 – Headwind Interests

To download our Q4 2022 MoneyMatters brochure, click here. The third quarter of 2022 was certainly painful for investors to witness, as stubbornly high inflation and aggressive interest rate hikes sparked
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The Secure Act 2.0

The Secure Act 2.0 Key Provisions Affecting Retirement Plans Click here to download The Secure Act 2.0 brochure. Retirement plans serve a wide-ranging constituency—individuals saving for their own retirement, businesses
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Money Manager Video Series, 4th Edition: An Interview with Cameron Martin, Martin Capital Partners

Due diligence is the foundation of our investment management strategy. Our due diligence process begins with the four Ps: performance, process, philosophy, and people. After all our analysis is conducted,
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