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ScottsdaleGainey-3EO
8501 N Scottsdale Rd
Ste 250
Scottsdale, AZ 85253-2749
F: 844.599.3798
TF: 844.706.4606
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Taking a breather
4/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
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Markets & Investing
The fate of the US dollar and US exceptionalism
4/25/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
A look at what is shaping our market views
4/25/2025
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
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Tax Planning
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
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Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
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Markets & Investing
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
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Family & Lifestyle
Opportunities
4/21/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
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Markets & Investing
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