Financial Planning Guide 2025

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Trump Inauguration Outlook Read more…

Q4 2024 

January 6th, 2025 Read more…

Q2 2024 Halftime Letter

July 9th, 2024

Dear Valued Client: Read more…

Q1 2024 Client Letter
April 3, 2024

Dear Valued Client: Read more…

Q4 2023 Client Letter
January 5, 2024

Dear Valued Client: Read more…

From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)

Market Update
10/30/2023

Happy Halloween! I wanted to reach out and provide you all a quick update on where
markets are and where we see things. Feel free to contact Jason Gordon or myself with any
questions. Read more…

From the Desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation

Interim Update

We just wanted to provide you with an update since last week’s attack on Israel by Hamas has
escalated into military conflict. You may be wondering how has the stock market reacted since? As of
this writing, the S&P 500 has actually increased about 1.5%. Your next question is probably “how
could this be?”

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