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    Inflation Increases Standard Deduction, Tax Brackets, and More
    Inflation Increases Standard Deduction, Tax Brackets, and More
    September 2022 Market Update
    September 2022 Market Update
    July 2022 Market Update
    July 2022 Market Update

    A welcome reprieve came to the markets in July in the form of the best monthly performance for the year. The S&P 500 returned north of 9% for the...

    June Market Update
    June Market Update

    The markets have been coping with many issues so far this year. Investors are navigating concerns around inflation, war, change in monetary policy,...

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    Inflation Increases Standard Deduction, Tax Brackets, and More
    Inflation Increases Standard Deduction, Tax Brackets, and More

    The IRS announced yesterday that it is increasing individual income tax brackets, the standard...

    September 2022 Market Update
    September 2022 Market Update

    With summer ending and school starting, the rally in investment markets from July came to an end in...

    July 2022 Market Update
    July 2022 Market Update

    A welcome reprieve came to the markets in July in the form of the best monthly performance for the...

    June Market Update
    June Market Update

    The markets have been coping with many issues so far this year. Investors are navigating concerns...

    Guest Post: IRS Pilot Program Provides Advance Notice For Retirement Plan Audits
    Guest Post: IRS Pilot Program Provides Advance Notice For Retirement Plan Audits

    The following content was provided by ShumakerIn a June 8th announcement, the Internal Revenue...

    May Market Update
    May Market Update

    As Jean-Baptiste Alphonse Karr once wrote, “the more things change, the more they stay the same”....

    April 2022 Monthly Update
    April 2022 Monthly Update

    For the month of April, the markets continued to wrestle with issues carrying over from the first...

    Q1 2022 Market Update
    Q1 2022 Market Update

    The investment landscape for the first quarter of 2022 was met with a multitude of events ranging...

    Understanding Recent Market Volatility
    Understanding Recent Market Volatility

    The past week in the market has been a wild ride, with the S&P 500 index dropping more than 10% YTD...

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