Kukla McGinnis Brown
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By Lindsay Taylor, CFP®, J.D. I recently met a woman while working in our church nursery. Between diaper changes and squeals, we asked the basic, get-to-know-you questions. And then came the one question I dread: “What…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market…
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by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and…
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Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle.…
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Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…
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By Sean Follis, Moneta Advisor Life insurance can be a critical component of your financial plan. This article will explore how to measure the amount of life insurance you need along with the different types…
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By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications of a Democratic majority-led government. While this provides a great opportunity to…