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Observations

Keeping up with the latest from Telarray.
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Retirement

SECURE 2.0 Act

In late 2022, a bill called SECURE 2.0 was signed into law.  There’s nothing revolutionary in the law; it’s more of a kitchen sink of

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Taller than the Trees
Education

Financial Wellness Month

January is Financial Wellness Month which means now is a great time to connect with your financial professional to discuss your financial situation and aspirations

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El Ateneo Grand Splendid from the inside.
Education

Distribution Primer

This time of year, many investors have questions about recent distributions in their accounts.  In short, a distribution is just an investment paying out cash

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Fall Color shines in the afternoon sun.
Holidays

Thankful for Markets

As we approach Thanksgiving, there are many reasons to be thankful.  One of the things at the top of my list is our modern global

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