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Insights & Articles

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Economic Insights

February 2021

Are Value Stocks Poised for a Comeback?

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend may continue, some analysts think that value...
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Economic Insights

February 2021

Key Retirement and Tax Numbers for 2021

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of...
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Economic Insights

January 2021

Going Mobile

After a slow start, mobile payment usage is growing in the United States. In 2019, an estimated 64 million Americans (about 29% of smartphone users) made a point-of-sale proximity payment...
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Education

November 2020

What’s on your Christmas list?

Taking advantage of the annual gift tax exclusion We wanted to share some facts with you regarding a small yet powerful tool — the annual gift tax exclusion amount. The...