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Insights & Education


We strive to keep you informed as changes materialize and work with you to help determine how these changes might impact your financial and legacy plans. Do not hesitate to contact us if you ever have any questions about this content.

Inflation Reduction Act of 2022 Thumbnail

Inflation Reduction Act of 2022

President Joe Biden signed the Inflation Reduction Act of 2022. Instead of the individual tax increases we all expected, the Inflation Reduction Act of 2022 contains various provisions aimed at reducing healthcare costs and promoting clean energy.

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In The Markets Now - On A Difficult Quarter

The article is Ross’s most recent market commentary regarding what might lie ahead with a historically difficult second quarter now behind us. Keep in mind that financial plans are long-term strategies taking into account full market cycles and it is important to stay focused on your long term goals.

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First Quarter 2022 Market Update

A breakdown of today's volatile markets including the historic inflation pressuring companies and consumers alike to the downwind effects that war in Ukraine is having on global energy prices.

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Washington Policy Research - March 2022

Western governments have responded to Russia’s invasion of Ukraine by imposing massive sanctions on Russia. However, these actions are not cost-free for the West, with the rising price of oil being exhibit number one. These events have brought a renewed focus on US energy policy.

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In The Markets Now - The Fed Raised Rates

So while near-term volatility is likely to continue, it is worth remembering that the longer-term performance around first rate hikes has been pretty good. Higher interest rates may eventually challenge the market, but if the Fed strikes the right balance between taming inflation without curbing growth too dramatically, the US economy could end up in a pretty good place heading forward.

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In The Markets Now - The Recession Predictor

The yield curve is powerful, and at the very least is signalling a cooling economy. Volatility should remain heightened and the bar for investing success is raised. But in the end, we think it is worth taking the time to digest the larger picture and not rely on any single indicator.

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