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March Market Update – Key Insights & Outlook
February was a volatile month, with the markets seeing a negative return. Below is a summary of the market update for March. To see our...
2 min read
Essential Strategies to Help Lower Your Lifetime Tax Bill
7 strategies to help reduce your lifetime tax bill
4 min read
The Backdoor Roth IRA: A Smart Strategy for High Earners
Many high earners want to contribute to a Roth IRA for its tax-free growth and withdrawals, but income limits prevent direct...
5 min read
February Market Update: Fed Stance, A Strong January & Tariff Risks
January was an eventful month, but the markets finished strong. Below is a summary of the market update for February. To see our full...
2 min read
CERTA Market Update - December 2024
In this video, we discuss our current Macro view, our current positioning, and the 3 questions we are watching: What Does A Strong...
1 min read
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