Looking Ahead to Year-End

Memo sticks with words ira 401k roth retirement plans

The end of the year will soon be upon us! Here’s a quick checklist of items to accomplish before we turn the calendar to 2024: Take your Required Minimum Distributions…

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Splitting Stocks

Senior mature business woman holding paper bill using calculator

Investors get more shares for their money with a stock split Amazon. Shopify. Tesla. What do these companies have in common? They all underwent stock splits in 2022.1 When well-known…

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Trends in Real Estate

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1 In the Middle Ages, society was more interdependent. It wasn’t unusual for…

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