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Market Commentary / Economic Outlook
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Articles of Interest / Timely Topics
TIMELY TOPIC – March 28, 2024 – Important Upcoming Deadlines for Entity Owners: Understanding the New Beneficial Ownership Information Report Scams
TIMELY TOPIC – December 20, 2023 – Nine Ways to Protect Yourself From Scams
TIMELY TOPIC – July 20, 2023 – Key Financial Lessons To Teach Your Children As They Grow
TIMELY TOPIC – March 14, 2023 – Our Thoughts in Light of Recent Bank News
TIMELY TOPIC – December 28, 2022 – 3 Things to Consider Heading into the New Year
TIMELY TOPIC – October 6, 2022 – The Roller Coaster Continues
TIMELY TOPIC – May 26, 2022 – Knowledge from Nashville
TIMELY TOPIC – May 4, 2022 – Bracing for the Roller Coaster
TIMELY TOPIC – March 30, 2022 – Are You Using A Health Savings Account Effectively?
TIMELY TOPIC – November 23, 2021 – Inflation is Here. How Should I respond?
TIMELY TOPIC – March 1, 2021 – A Quick Lesson from 2020
TIMELY TOPIC – December 23, 2020 – Help Us Protect Your Data In 2021
TIMELY TOPIC – November 11, 2020 – When Should I Refinance
TIMELY TOPIC – June 19, 2020 – SEC Regulation Best Interest: Important Disclosure Documents
TIMELY TOPIC – May 27, 2020 – 10 Things You Should Know About Recessions
TIMELY TOPIC – April 17, 2020 – College Refund and 529 Impact
TIMELY TOPIC – April 3, 2020 – Protecting Your Financial Health in the Pandemic Era
TIMELY TOPIC – March 30, 2020 – Highlights and Actions to Consider from Newly Passed CARES Act
TIMELY TOPIC – March 20, 2020 – Fiscal Stimulus
TIMELY TOPIC – March 13, 2020 – 10 Things You Should Know About Bear Markets
TIMELY TOPIC – March 2020 – Our Thoughts on the Market Volatility
TIMELY TOPIC – January 2020 – Concern for Coronavirus Contributes to Market Volatility
TIMELY TOPIC – January 2020 – How Raymond James Works to Protect You
TIMELY TOPIC – December 2019 – Why Wait
TIMELY TOPIC – August 2019 – Equities Feel Heat as Yield Curve Inverts
TIMELY TOPIC – March 2019 – Protecting Your Identity and Assets
TIMELY TOPIC – December 2018 – Recent Market Fluctuations and Privacy Policy
TIMELY TOPIC – December 2018 – Volatility Dominates, but Economic Data Remains Healthy
TIMELY TOPIC – April 2018 – Secular Bull Markets Don’t Die of Old Age
TIMELY TOPIC – December 2017 – Tax Cuts and Jobs Act
TIMELY TOPIC – September 2017 – Equifax Breach – Key Steps in Protecting Yourself
TIMELY TOPIC – May 2017 – The Twists and Turns of Social Security
TIMELY TOPIC – April 2017 – What to do when you’ve been hacked
TIMELY TOPIC – March 2017 – Simple Tips for Securing Your Computer
TIMELY TOPIC – December 2016 – Rates on the rise
TIMELY TOPIC – June 2016 – BREXIT Update
YouTube / Videos
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Links of Interest
- Internal Revenue Service
- Frequently asked tax questions and answers
- Barron’s online
- Social Security Administration
- Wall Street Journal
- Links to Over 100 Financial Calculators
- Morningstar
- Value Line