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2024 Annual Market Review
2024 Annual Market Review
After a 26% total return from the S&P 500® Index in 2023, few predicted 2024 would deliver another big year of gains for U.S. stocks. But it did.
Latest Posts
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2025 Q3 Investment Report
Third Quarter Financial Market Review Global markets continued their upward momentum through the …
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Mid-year 2025 Market Review
Financial market review for the first half of 2025 This comprehensive market analysis provides cl…
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New Tax Bill
How Trump’s Megabill Will and Won’t Change Your Taxes The just-passed tax-and-spending package pr…