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Enjoy this month’s edition that features a review of investment returns through October, a short checklist of end-of-year tax tips and a reminder about Social Security.
Enjoy this month’s edition that features a review of the market, a focus on our international mutual fund, a reminder about market performance during federal government shutdowns and the 2026 federal tax brackets.
Enjoy this month’s edition that features a review of the stock and bond markets so far this year and a note about some coming tax law changes.
Before we start thinking about the so-called “September Effect”, let’s continue to revel in the performance of our investments so far this year.
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