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News & Articles

Year-End 2022 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There's a real opportunity for tax savings if you'll be paying taxes at a lower rate in one year [...]

Four Tips for Keeping Heating Costs Down This Winter

With the prices for gas, oil, and electricity continuing to soar across the country, consumers are facing another winter of high heating bills. According to the National Energy Assistance Directors' Association, the average cost of home heating is estimated to increase by 17.2% this season.1 Here are some tips to help you keep your heating costs down. Have your heating system serviced Make sure that your heating system is working [...]

Sectors: Overweight, Underweight, or Just Right?

The U.S. stock market had a banner year in 2021, with the S&P 500 index up almost 27%. Unfortunately, stocks turned downward on the second trading day of 2022 and kept sliding into a bear market.1 Stocks in the S&P 500 are classified by 11 different business sectors, each of which responds differently to economic conditions. For example, the information technology sector was very strong in 2021, rising by 33.4%. [...]

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