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Forty "W"ritings

Check here for our latest Market Insights.

 A Welcome Relief, but Potential for More Volatility  Thumbnail

A Welcome Relief, but Potential for More Volatility

As we navigate through the economic landscape of 2025, investors face a complex array of challenges that suggest the possibility of continued volatility ahead. The disconnect between sentiment indicators and economic data, ongoing trade policy uncertainty, potential shifts in global investment flows, and unresolved fiscal policy questions all represent significant headwinds that may lead to market disruptions in the short term. It's important to emphasize that these are possibilities rather than certainties, but prudent investors should consider these factors in their strategic planning.

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Tax Savvy Planning for Those with Company Stock in their 401k Plan Thumbnail

Tax Savvy Planning for Those with Company Stock in their 401k Plan

Net Unrealized Appreciation (NUA) is a valuable tax strategy that can offer the benefit of lower taxes and portfolo diversification for investors holding appreciated employer stock within their retirement plans. By understanding how NUA works and considering its potential impact on your overall financial plan, you can make informed decisions to optimize your tax efficiency and achieve your long-term financial goals.

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Estate Planning is Family Planning Thumbnail

Estate Planning is Family Planning

Estate planning is the part of the financial planning process where you proactively put a plan in place in the event you become incapacitated or die. Cheery stuff, eh!? Anyone who is interested in making sure their wishes for themselves and their loved ones are carried out should do some level of estate planning.

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