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April Quarterly Newsletter - 2025
Highlights of this Special Edition Newsletter: What Is a Next of Kin Box? Key Components Benefits Supporting Our Community: Kalamazoo...
Apr 103 min read
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Temperament and Discipline Needed in Strong and Weak Markets
The market is always climbing a “wall of worry." As Warren Buffett wisely puts it: “If you’ve got 160 IQ, sell 30 points to somebody else...
Apr 72 min read
40 views
Breaking Down the Data: Economic Reports & Stock Market Volatility
Tyler and Jordan analyze the latest economic data, including rising personal income, job growth, and strong corporate earnings...
Mar 181 min read
112 views
Navigating the Post-Election Pullback
Navigating Market Volatility The post-election stock market rally, which saw the S&P 500 rise 7.5% and the Nasdaq gain 10.3% from...
Mar 102 min read
19 views
January Quarterly Newsletter - 2025
Highlights of this Special Edition Newsletter: Inflation-Mandated Tax Changes for 2025: Estate and Lifetime Exemption Annual Exclusion...
Jan 163 min read
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