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INSIGHTS
Sharing our perspective on topics that matter.
Sunset of the 2017 Tax Cuts and Jobs Act
Financial Planning Committee
September 24, 2024
With the presidential election upon us in just a few short weeks, you may be asking yourself what tax changes may be on the horizon.
Using an After-Tax 401(k) to Boost Retirement Savings
Financial Planning Committee
September 24, 2024
One of the most popular retirement savings vehicles available to employees is a 401(k) plan. These plans offer tax-deferred contributions, where plan participants reduce their
Seasonal Trends 2024
Financial Planning Committee
September 12, 2024
In an Investment Insight update we compiled in September of 2023 titled “Seasonal Trends,” we discussed the historical returns of stocks over various time periods.