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June 16, 2025
Markets in a Minute - Heating Up?
Week Ending June 13th
Markets in a Minute - Heating Up? Read More
June 16, 2025
Reducing Inherited IRA Taxes
What You Leave Behind—And What Gets Left to Taxes: Why G1 & G2 Families Must Understand…
Reducing Inherited IRA Taxes Read More
June 10, 2025
Dogs of the Dow Performance Ahead of the MAG 7 Return
The Dogs of the Dow investment strategy has generated mixed results over the years but 2025 is proving to be a favorable one for this group of stocks. The year…
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June 9, 2025
Markets in a Minute - Bad Breakup
Week Ending June 6th
Markets in a Minute - Bad Breakup Read More
June 8, 2025
Bonds In A Portfolio Making More Sense
Over the long run stocks outperform bonds; however, as an investor approaches retirement age, or near a time when they will rely more heavily on their…
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June 3, 2025
Pre-Tax Versus Post-Tax Retirement Savings
I recently ran across commentary around a question presented to wealth advisors and financial planners regarding where one should focus their savings dollars,…
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June 2, 2025
Markets in a Minute - Taco Tuesdays
Week Ending May 30th
Markets in a Minute - Taco Tuesdays Read More
May 21, 2025
The Silent Cost of Losing a Top Executive: What It Really Takes to Replace Your Best People
By Gregory L. Hoernschemeyer, CLU | Senior Vice President, Registered Representative, HORAN…
The Silent Cost of Losing a Top Executive: What It Really Takes to Replace Your Best People Read More
May 19, 2025
Markets in a Minute - Downgraded
Week Ending May 16th
Markets in a Minute - Downgraded Read More
May 12, 2025
Sentiment Measures Can Provide Market Insight
Were there signals around April 8 that might indicate the equity market was near a low and are there signals indicating further market strength ahead? The…
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May 12, 2025
Markets in a Minute - 90 More Days
Week Ending May 9th
Markets in a Minute - 90 More Days Read More
May 7, 2025
Michael Hermes Earns CPWA®
Congratulations to Michael Hermes on earning the Certified Private Wealth Advisor (CPWA®)…
Michael Hermes Earns CPWA® Read More
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