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Blog and Education

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Carson Coaching | Nov 28, 2022

Weekly Market Commentary 11.28.2022

Weekly Market Commentary
There was a shift in the winds of monetary policy. Last week, it became clear the Federal Reserve (Fed) had softened its hawkish stance. The minutes of the
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Carson Coaching | Nov 21, 2022

Weekly Market Commentary 11.21.2022

Weekly Market Commentary
Thanksgiving and football go together like turkey and stuffing. For some families, though, this year may be more like a turducken, stuffed with American
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INS Nov 2022
Raymond Bell | Nov 15, 2022

Long-Term Care Awareness Month

Insurance Blog
November is Long Term Care Awareness Month and perhaps one of the most important ones in many years. Last year, Washington State instituted WA Cares Fund a
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The Wealth Consulting Group | Nov 14, 2022

Weekly Market Commentary 11.14.2022

Weekly Market Commentary
Last week was remarkable for many reasons. One reason is that skywatchers around the world had an opportunity to see a total lunar eclipse. The moon, Earth and
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Carson Coaching | Nov 7, 2022

Weekly Market Commentary 11.07.2022

Weekly Market Commentary
It’s the lag time. To no one’s surprise, the Federal Reserve continued to battle inflation last week, raising the federal funds rate for the fourth time this
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ARC Nov 2022
Megan Wilsey | Nov 1, 2022

Top Tax Planning Considerations for 2022

ARC Blogs
With another year-end on the horizon, there are still a few more critical months to make some money moves and consider integrating tax planning into your
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Carson Coaching | Oct 31, 2022

Weekly Market Commentary 10.31.2022

Weekly Market Commentary
Some companies are doing better than others – a lot better.
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Carson Coaching | Oct 24, 2022

Weekly Market Commentary 10.24.2022

Weekly Market Commentary
Markets turned – again. Markets continue to be volatile. Last week, stocks headed north. Nicholas Jasinski of Barron’s reported the change of direction
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Carson Coaching | Oct 17, 2022

Weekly Market Commentary 10.17.2022

Weekly Market Commentary
We’re not there yet. Investors are understandably eager for the stock market to hit bottom. Some hoped it happened last week, but it did not.
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INS Oct 2022
Raymond Bell | Oct 15, 2022

Year End Process 2022

Insurance Blog
I cannot believe the third quarter of 2022 has come to a close. The fourth quarter is here and that brings us the wonderful Holiday Season. For the insurance
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Carson Coaching | Oct 10, 2022

Weekly Market Commentary 10.10.2022

Weekly Market Commentary
Bah humbug!
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ARC Oct 2022
Amber Kodad | Oct 3, 2022

Health Savings Accounts: A Break in the Matrix

ARC Blogs
Summary: A Health savings account (HSA) is available if enrolled in a high deductible health care plan (HDHP); HSA’s are portable HSA contributions are income
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