Insights

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I Left My Job. Now What?

Financial Planning

Switching jobs can be both exciting and nerve-racking. Along with the obvious stressors of starting somewhere new, there’s the less-obvious question of what this change means for your retirement accounts.

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What’s the Best Retirement Plan if You’re Self-Employed?

Business Owners, Financial Planning, Tax Planning

As a self-employed business owner, setting up the right retirement plan for your situation is crucial to lowering your annual tax bill today and securing your financial independence tomorrow.

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White piggy bank labeled '401k' next to three stacks of coins in varying heights.

The New Roth 401(k) Catch-Up Rule

Financial Planning

If you are a worker aged 50 or older, a major rule change taking effect in 2026 could impact your retirement savings strategy. Understanding this upcoming change is crucial for high earners to ensure their financial plans remain on track.

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What’s Going on with Gold?

Trending Topics

Gold has been one of the best performing assets of 2025, outpacing stalwart indices like the S&P 500 and the Nasdaq by a significant margin. This rally has a lot of people asking, “What’s going on with Gold?”

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November 2025: Our Current View on Investments and the Economy

Monthly Viewpoint

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October 2025: Our Current View on Investments and the Economy

Monthly Viewpoint

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September 2025: Our Current View on Investments and the Economy

Monthly Viewpoint

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August 2025: Our Current View on Investments and the Economy

Monthly Viewpoint

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July 2025: Our Current View on Investments and the Economy

Monthly Viewpoint

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June 2025: Our Current View on Investments and the Economy

Monthly Viewpoint

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