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Why Reviewing Your Tax Return Could Save You More Than You Think

March 25, 2025 |
Your tax return isn’t just for filing—it’s an opportunity to optimize. Before you move on, check out our updated 2024 checklist to make sure you’re not leaving money on the table. Small changes now could lead to big savings later.
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Market Volatility, Trade Tensions, and Investor Pessimism: What Really Matters

February 25, 2025 |
Market headlines are filled with concerns about trade tensions, investor pessimism, and economic uncertainty. History shows that market swings and negative sentiment often don’t reflect long-term investment outcomes.
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How Two Opposites and a Rebel Changed the Way We Think About Everything

January 30, 2025 | ,
Traditional economics assumes people make rational choices, but Tversky, Kahneman, and Thaler proved otherwise. Their work exposed the hidden biases shaping our decisions and revolutionized how we think about finance, investing, and human behavior.
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Bullseye target with money coins for 2025 market insights

2025 Market Insights

December 19, 2024 |
2024 brought strong market gains, steady growth, and easing inflation. As 2025 approaches, navigating high valuations, political shifts, and rate changes calls for balance and discipline. Discover five key lessons to stay confident and prepared.
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Person with a depleted battery on their back signaling burnout.

Finding a New Path: Thriving Beyond Burnout in Mid-Life

November 20, 2024 | , ,
Burnout can signal a fresh start. Learn how high-achieving professionals are reclaiming their lives and redefining success with purpose.
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Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election

October 29, 2024 | , ,
Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
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