2023 Macro Outlook

January 26, 2023 |Kelly Shorer & Paul Maxwell

For our macro outlook, we are maintaining a defensive tilt.

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Our Top Ten Tax Facts for 2023

January 09, 2023 |Kelly Shorer & Debi Cientanni

Here’s a quick overview of our top 10 tax facts that may impact your finances in 2023. For more details or to discuss your specific set of circumstances, please reach out to our team.

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