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  Personal, estate, and business tax planning strategies for 2023

  Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

  Client outcomes March 6, 2023

  • retirement income
  • taxes
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  The economy remains hot, likely too hot for the Fed

  Consumers bucked the recent downward trend in spending as retail sales climbed sharply to kick off 2023.

  Economic Commentary February 28, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Markets pause as Fed expectations pivot

  Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain

  Capital Market Impact February 27, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Immaculate disinflation: A long way to lower inflation

  Sticky inflation may dash investor hopes for a quick Federal Reserve rate policy reversal.

  Capital Market Impact February 22, 2023

  • deflation
  • immaculate disinflation
  • inflation
  • investing strategies
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  High-frequency data show little slack for labor: Weekly Economic Review & Outlook

  Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

  Economic Commentary February 13, 2023

  • consumer spending
  • economic growth
  • employment
  • inflation
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  Cooler inflation numbers are encouraging: Weekly Economic Review & Outlook

  Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

  Economic Commentary January 17, 2023

  • consumer spending
  • economic growth
  • employment
  • inflation
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  Why volatility matters when investing

  While there were days in 2022 when stocks dropped significantly, market volatility was elevated all year.

  Capital Market Impact January 11, 2023

  • investing strategies
  • market commentary
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  2023 economic and market outlook: The narrative shifts

  Expect slowing growth, further effects from Fed rate hikes and stock investors to return to fundamentals.

  Capital Market Impact January 3, 2023

  • market commentary
  • retirement planning
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  A Rising Tax Environment? What to Watch For.

  An updated look at the tax landscape this year and beyond.

  Beyond Investing December 30, 2022

  • economic growth
  • interest rates
  • taxes
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  Equity markets remain in a volatile trading range

  Equity markets look to rebound into year-end, following a weak start to December

  Capital Market Impact December 19, 2022

  • economic growth
  • inflation
  • interest rates
  • market commentary