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๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐—–๐—ผ๐˜๐˜๐—ผ๐—ป๐˜„๐—ผ๐—ผ๐—ฑ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฒ๐˜€. As a fee-only independent fiduciary, ๐˜„๐—ฒ ๐—ด๐˜‚๐—ถ๐—ฑ๐—ฒ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐—ถ๐—ฒ๐˜€, ๐—ฒ๐—ป๐˜๐—ฟ๐—ฒ๐—ฝ๐—ฟ๐—ฒ๐—ป๐—ฒ๐˜‚๐—ฟ๐˜€, ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ป๐—ฒ๐˜…๐˜ ๐—ด๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป through every stage of wealth planning. Our ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ผ๐˜€ and ๐—ฝ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€ cover ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด, ๐—ฟ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜, ๐—ฒ๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฒ๐˜€, ๐—ฝ๐—ฟ๐—ถ๐˜ƒ๐—ฎ๐˜๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€, ๐—ฎ๐—ป๐—ฑ ๐—บ๐—ผ๐—ฟ๐—ฒโ€”so you can grow and protect what matters most.

Whether youโ€™re building your wealth or preparing to pass it on, ๐—–๐—ผ๐˜๐˜๐—ผ๐—ป๐˜„๐—ผ๐—ผ๐—ฑ ๐—ผ๐—ณ๐—ณ๐—ฒ๐—ฟ๐˜€ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐—ด๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ผ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—น๐—ถ๐—ณ๐—ฒ.

๐—ฆ๐˜‚๐—ฏ๐˜€๐—ฐ๐—ฟ๐—ถ๐—ฏ๐—ฒ for straightforward insights and expert financial guidance, every step of the way.



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2025 Economic Review: Surprises, Shifts & the Signals That Matter for 2026

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