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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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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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October 2023: Markets Declined 5-6% in September, US Stock Market Essentially Flat for 2023

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September 2023: Markets Moving Sideways

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August 2023: Inflation Eases – The Stock Market Responds

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Richard S. Lawrence, CFA President

215-540-0896  |  rich@lawrencewealthmanagement.com 

2026

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