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The Year of the Rabbit

The Year of the Rabbit

by Nasser Ali | Jan 26, 2023 | Client Communication, Our Insights

Welcome the Rabbit! The latest Chinese Lunar New Year commenced January 22nd, the Year of the Rabbit. To westerners, rabbits conjure up an image of...
Directional Change of Interest Rates

Directional Change of Interest Rates

by Nasser Ali | Jan 20, 2023 | Client Communication, Our Insights

It goes without saying that 2022 was a turbulent year. What caused the turmoil was more than a cyclical shift and a super-secular transformation...
Short-Term vs. Long-Term

Short-Term vs. Long-Term

by Nasser Ali | Jan 12, 2023 | Client Communication, Our Insights

“In the short-term, the stock market is like a voting machine. In the long-term, the stock market is like a weighing machine.”    This is a quote...
Secure Act 2.0

Secure Act 2.0

by Eric Wyss | Jan 5, 2023 | Client Communication

On December 29, 2022, the SECURE ACT 2.0 was signed into law.  Eric Wyss, Director of Financial Planning & Risk Management, has reviewed the...
2022 Q4 Letter

2022 Q4 Letter

by Nasser Ali | Jan 5, 2023 | Client Communication, Our Insights, Uncategorized

The financial markets began the fourth quarter with an enthusiastic rebound after a third quarter bottoming. Much of the rebound was a reaction to...
Last Interest Rate Hike for 2022

Last Interest Rate Hike for 2022

by Nasser Ali | Dec 16, 2022 | Client Communication, Our Insights

Last interest rate hike… for the year! The Federal Reserve (Fed) met for their final 2022 meeting and decided on the 0.50% increase as...
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Recent Posts

  • The Year of the Rabbit
  • Directional Change of Interest Rates
  • Heritage Financial Consultants Named A Top Workplace For 2022
  • Celebrating the Career and Impact of Jim Morgan
  • Short-Term vs. Long-Term

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