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A Guide to Understanding Medicare
Medicare is a national health insurance program that was started in 1965 under the Social Security Administration to help pay for a multitude of medical services.
A Charitable Legacy
If you would like to give to a cause or organization you hold dear, donating to a Charitable Lead Trusts (CLTs) or Charitable Remainder Trusts (CRTs) might be something to consider.
Where We Stand
John Stoltzfus, chief investment strategist at Oppenheimer Asset Management, explains his top-down view of markets, the economy and asset allocation.
The Importance of Remaining Diversified
With the Magnificent Seven carrying high valuations and macro risks persisting, we believe that thoughtfully diversified portfolios are best positioned to withstand a wide range of potential outcomes.
The Fed's Evolving Challenge
Conflicting data has spurred diverging outcomes priced into equity and fixed income markets.
Market Complacency or Economic Resiliency?
The equity rally off the October lows has erased much of the 2022 declines but challenging terrain lies ahead as the Fed attempts to complete its mission.
Investing in High Quality
High quality strategies are expected to be more resilient in a turbulent economic environment
Is Philanthropy the Key to a Longer Life and Lower Taxes?
If you are looking for ways to improve your physical and financial health, consider giving back to your community.
How Philanthropy Benefits Both Your Health and Finances
Giving back may help you reduce your taxes, while also enhancing your well-being, fostering a longer and happier life.