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7 Steps Toward More Effective Investing
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3 Steps to Actively Manage Your Taxes in 2025
Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...
Q1 2025 Economic & Market Review [Webinar Summary]
Presenters: Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Bijal Patel CFA, CFP®, MT, RICP®
Recent Market Volatility & Reaction to Tariffs [Webinar Summary]
Presenters: Andy Pratt, CFA and Adam Newman, CFA, CFP®, MT, RICP®
Financial Planning Tips to Stay Tax-Savvy Throughout Your Life
It's said the only constant is change, but there's also that saying about death and taxes.
Understanding Rollovers from 529 Plans to Roth IRAs
Historically, determining the correct amount to invest in a 529 college savings account to cover the exceedingly growing cost of higher education (without overfunding it) has been a challenge.