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    One Big Beautiful Bill: What You Need to Know

    July 15, 2025

    See the latest insights into the recent legislative bill. We will address the primary questions you might have about tax policy changes in effect now. Discover its significance and potential impacts on personal and professional fronts, and the steps you might need to consider.

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  • A concerned man reviews his grocery bill in front of the produce section of a market. There is a cargo ship and containers, as well as a truck to transport goods, in the background. There are dollar signs signifying the cost of items in the supply chain is a concern.

    Tariffs, Trade and Your Grocery Bill

    July 7, 2025

    How do tariffs affect what you pay at the grocery store? This article dives into the complex relationship between trade policies, groceries and durable goods, as well as impacts on your portfolio. It unravels the mystery of why prices rise or fall based on global trade changes and helps the reader understand the bigger picture.

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  • 5 Battle-Tested Investing Tips & Wisdom

    July 1, 2025

    Soon we will celebrate our nation’s independence. It’s a good time to reflect on financial freedom, and wisdom to help guide a lifetime of investing. Consider these tips on what not to do with your hard-earned money! These principles help guide long-term victory.

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  • Volatility Doesn't Mean Failure

    June 24, 2025

    During market volatility, people question how it shapes their future. Explore the realities of fluctuations and uncover strategies that can turn negatives into opportunities. Understand resilience and balance, and why volatility doesn't have to mean failure.

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  • Does Your Business Need An Internal Audit?

    June 17, 2025

    Discover the role and benefits of internal audits, as well as the many different types. They may help you assess whether your business processes are efficient and compliant. They can also uncover insights into improving organizational health for long-term success.

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  • Time to Reassess Your Portfolio?

    June 10, 2025

    Are you wondering if your investment portfolio is still aligned with your goals? This article explores how market shifts and personal circumstances may signal it's time for a review. Questions around two key principles for managing portfolios are addressed.

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