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Matt Oberholzer
Dec 6, 20245 min read
The Santa Claus Effect: A Holiday Rally for the Stock Market
As the year winds down and the holiday season takes over, many investors look forward to a curious phenomenon in the stock market: the...
Matt Oberholzer
Nov 2, 20223 min read
Year End Information - Conversions, Contributions, Loss Harvesting, FSA’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
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