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Periodic client review meetings play a crucial role in achieving long-term success for both financial advisors and their clients. While clients may understandably feel these meetings are repetitive or routine,

The recently enacted One Big Beautiful Bill Act (OBBB) establishes several new rules related to individuals claiming charitable contribution deductions. The purpose of this blog is to clarify the most

One of the ongoing debates in Washington—whether under Trump, Biden, or any administration—is the role of the Federal Reserve (the Fed) and its influence on interest rates. It’s easy to