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2026 Calendar: Key Tasks & Financial Dates

Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

The JOY of Making Your Money Work for You Through Everyday Spending

You already pay for life…… What if those purchases could pay you back with no spreadsheets or travel-hacking courses required? Understanding the benefits you are entitled to could be the key to getting more from the money you spend. Once you understand the benefits that could be …

Market Commentary: “Don’t Fight the Fed” Looks to Still Be in Play

After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on Thursday of last week. A positive reaction to the Federal Reserve (Fed) cutting rates sparked the recent rally (more on that below), but it is importan …

Facts vs Feelings Take 5 – The Fed Comes Bearing Gifts

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the Federal Reserve’s latest interest rate cut and discuss how markets responded. Ryan and Sonu highlight updated Fed projections, what they signal about growth, inf …

10 End-of-Year Tax Planning Tips

The last few weeks of the year can offer some final opportunities to shape your tax outlook, not just for this year, but for years to come. December shouldn’t be a scramble; it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market con …

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