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… Often, it’s caused by embarrassment, not wanting to get someone in trouble or the fear that reporting the fraud will … but the account holder hasn't left home and doesn't use a computer. Significant withdrawals, unusual purchases or … taken off in years is suddenly gone. Unpaid bills – When visiting a neighbor, you see mail piling up on the desk. …
… the unusual year of 2022 when both equities and fixed income investments declined double digits, there was hope for … basis points. Although the Fed continued on their path of monetary tightening, the smaller rate hike alleviated … of 2023. 2023 Index 2021 2022 Jan Feb Mar S&P 500 26.89% -19.44% 6.18% -3.62% 4.00% DJ Industrial Average …
… 2021 The following piece is not intended to be a political commentary, nor an endorsement of either presidential candidate or their respective agendas. The information below is intended to provide general perspective … significant changes to tax policy, and any subsequent recommendations based on these changes, it might be helpful to …
… March 17, 2023 Market Commentary The Dynamics of the Silicon Valley Bank Collapse … that has resulted, compels us to reach out to share information and our perspective with you. As your trusted … broadly communicated on Thursday, March 9, and an old-fashioned “run on the bank” ensued – but with a modern twist. …
… with taxable accounts is that any annual dividends, income, or realized capital gains can be subject to tax in the … investment account, or elsewhere, the net result is less money available for future growth (and compounding). The impact can be …
… September 28, 2023 Market Commentary A government shutdown is looming. What does this … has not agreed to a Congressional Budget Resolution for the 2024 fiscal year, which begins on October 1. This … higher interest rates due to Federal Reserve actions to combat inflation over the last year, funding costs for the …
… Scammers Use Wire Fraud to Divert Mortgage Closing Costs One of life’s most memorable and important moments can be … wire fraud scams are highly sophisticated and rely on a combination of complicated hacking techniques that include … The emails look authentic and may contain personal information retrieved from a hacked real estate agent or …
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