News & Insights

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Phil Blancato’s Weekly Market Impact

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This […]

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2024 Election

  We are in the final stretch preceding the election of the 47th president of the United States. Politics are everywhere – the news, workplaces, you name it. It’s easy to […]

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Ways to Put your Tax Refund to Work

Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a […]

Elizabeth Freedman, Head of Consulting at BTS Boston speaks during the Terry College of Business Professional Women’s Conference at the Coca-Cola Headquarters on Thursday, November 10, 2022 in Atlanta, GA.

Women’s Conference 2024

We’re thrilled to share that the W Forum, a premier event dedicated to empowering women in the financial industry, was recently held in Florida. This advisor-focused conference is a highlight […]

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Cody Pollock Attains CFP® Certification

Cody Pollock, CFP®, Financial Advisor at Signature Wealth Management, has attained his CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED […]

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2024 Tax Updates

Tax Brackets & Retirement Contribution Limits The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are […]

Percentage of S&P 500 Index Members Outperforming the Index

S&P 500 Index Update

“Santa Claus is Coming to Town” is a great Christmas hit. Yet no one ever wrote a song called “Santa Claus is Leaving Town”…and for good reason. Reality sets in […]

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Estate Plan Ideas

Year-End Charitable Gifting and You Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves […]

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Schatz Benefit Group Webinar Recap

We would like to thank the folks at Schatz Benefit Group for their insights at our recent webinar, Healthcare in Retirement. Sandra Juetten and Michela Peterson put on a fantastic […]

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Market Minute with First Trust

One year ago, in the September 2022 Market Minute, we highlighted the large valuation spread between growth and value stocks [see chart below]. At that point, the Federal Reserve (“Fed”) […]

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