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Good Thinking: 7 Sins of Investing
Bull & Baird: 7 Sins of Investing When someone struggles with investing they quite often blame external factors. It’s common to hear things like “It’s not my fault; the stock didn’t do what I expected” or “this market makes no sense”...
Read MoreGood Thinking: When Dreamers Dare
As America marks its 250th anniversary, the Miracle on Ice reminds us that optimism, innovation, and perseverance have long driven our nation—and continue to shape its future.
Read MoreGood Thinking: A Comprehensive Guide to Charitable Giving Strategies
Charitable giving involves what you give and how you give it. Assets like stock may be more tax-efficient than cash, while strategies and tools like QCDs and donor-advised funds can help maximize impact and planning flexibility.
Read MoreGood Thinking: Keller Quarterly - Letter To Investors
The following post is from Mark A Keller, CEO and Chief Financial Officer of Confluence Investment Management. Mark is a mentor whose work I’ve read and followed throughout my career. I’ve long valued his perspective and am happy to...
Read MoreYour Planning Guide to 2026 Taxes
Every Year, the IRS reviews key figures – like income tax brackets, retirement contribution limits and estate tax thresholds – and adjusts them as needed to account for inflation. For 2026, those updates come alongside additional...
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