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Keeping tabs on tariffs

Gary Pzegeo, CFA
February 05, 2025

We provide the latest developments and potential economic impacts and implications of the evolving tariff situation.

January 2025 FOMC Update

Gary Pzegeo, CFA
January 29, 2025

A summary of the Federal Reserve's January 2025 meeting

December 2024 Employment Report

Dave Donabedian, CFA
January 10, 2025

A summary of the U.S. Bureau of Labor Statistics' December 2024 employment report

December 2024 FOMC Update

Gary Pzegeo, CFA
December 18, 2024

A summary of the Federal Reserve's December 2024 meeting

November 2024 Employment Report

Gary Pzegeo, CFA
December 06, 2024

A summary of the U.S. Bureau of Labor Statistics' November 2024 employment report

November 2024 FOMC Update

Gary Pzegeo, CFA
November 07, 2024

A summary of the Federal Reserve's November 2024 meeting

October 2024 Employment Report

Dave Donabedian, CFA
November 01, 2024

A summary of the U.S. Bureau of Labor Statistics October Employment Report

Trick or Treat? Why 529 plans are a “treat” when it comes to funding education.

Caroline McKay
October 16, 2024

Investing in a 529 savings plan may help your loved ones avoid the scary reality of rising college costs and student debt.

September 2024 FOMC Update

Gary Pzegeo, CFA
September 18, 2024

A summary of the Federal Reserve's September 2024 meeting

Life insurance: a strategic step in caring for your loved ones

Caroline McKay
September 18, 2024

How life insurance can play a role as an estate and tax planning tool

July 2024 FOMC Update

Gary Pzegeo, CFA
August 01, 2024

A summary of the Federal Reserve's July 2024 meeting

Qualified charitable distributions: Tax-free donations from your individual retirement account

Leslie Kehoe
July 12, 2024

Use retirement assets to satisfy your charitable goals and achieve tax benefits

June 2024 employment report

Gary Pzegeo, CFA
July 08, 2024

A summary of the US Bureau of Labor Statistics' June 2024 employment report

Summer jobs present opportunity for Roth IRAs

Keri Pankow
June 24, 2024

Whether for extra cash or valuable experience, a young person’s employment can also help teach investing and the importance of saving.

June 2024 FOMC Update

Gary Pzegeo, CFA
June 13, 2024

A summary of the Federal Reserve's June 2024 meeting

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