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If your current income tax rate is materially less than what your income tax rate will be in the future when you take IRA distributions, a "Roth Conversion" may be an ideal strategy to reduce taxes. Download our free report to learn more.

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August 2024: Enjoy The Ride…But Keep Your Seat Belt On

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July 2024: A Tale of Two Markets

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June 2024: Inflation Causing Market Volatility

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May 2024: Client Note

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April 2024: Client Note

March 2024: Client Note

February 2024: The Fundamentals

2023–>2024: A Time to Reflect and to Look Forward

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December 2023: A Year of Volatility and Surprises

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November 2023: Interest Rates May Have Peaked – Markets Respond Swiftly

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Richard S. Lawrence, CFA President

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2025

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