News & Insights

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Team Updates | Welcome to the World, Kirby!

Congratulations to financial advisor Evan Kvittem and his wife, Ketrin, on the arrival of their second child, Kirby Aleksander, who was born on March 17, 2026. His older sister, Mila, […]

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Tax Updates for 2026 | Get Ahead of your Taxes this Year

With the tax deadline now behind us, this is an ideal time to shift from a filing mindset to a planning one. The decisions you make in the coming months […]

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Upcoming Webinar: Economic and Market Update

With Meera Pandit, CFA, Executive Director J.P. Morgan Asset Management Wednesday, April 22, 2026 12:00 PM Central Time   We are pleased to welcome Meera Pandit, Executive Director and Global Market […]

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Keeping Focus During Market Turbulence

The ongoing conflict in the Middle East continues to cast a shadow of uncertainty across global markets. Periods like this often bring increased volatility, short-term disruption, and emotionally charged headlines […]

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Market Review and Insights

The first quarter of 2026 started on a positive note, with broader participation across the market as value, international, and smaller company stocks began to outperform. However, escalating geopolitical tensions […]

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2026 Q1 Market Outlook Webinar

Signature Wealth Management presents an exclusive webinar featuring Ryan Curry, CMFC®, CFP®, Regional Manager – Director at AllianceBernstein. Join us as Ryan provides a timely market update drawing on AllianceBernstein’s […]

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Take Control of Your Online Presence

Removing your personal information online is not a one-time exercise. Google’s enhanced “Results About You” tool highlights how often private details remain—or reappear—across the web, even after prior removal efforts. The […]

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Coming July 2026: ‘Trump Accounts’ for Kids

In 2025, a new type of savings buckets was announced for minors: Trump Accounts. Starting July 5, 2026, children born between January 1, 2025 and December 31, 2028, who are […]

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2025 Tax Documents

Below are key dates on when you can expect to see your tax forms from Pershing, our clearing firm. If you have a taxable brokerage account (non‐qualified), Osaic may generate […]

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2025 Tax Information and IRS Updates

2025 brought significant changes to the tax code. The One Big Beautiful Bill Act (OBBBA) brought many new tax law changes that commenced last year as well as making permanent […]

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