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Monthly Recaps
2025 Market Review and What It May Mean for Investors in 2026
A review of 2025 market performance and key lessons investors can carry into 2026.
Jeff Schlotterbeck, CFP®
Tariffs and the Stock Market: Trade Shifts and a Surprising August Rally
A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.
Jeff Schlotterbeck, CFP®
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