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We hope that you had a nice summer and are doing well with the change in weather and transition into Fall. We’ve provided some Year-End Tax Planning thoughts and a Market Update below.
We hope you are having a great start to Spring, and we are looking forward to some warmer weather ahead. We’ve included some information on the 2024 Federal Budget and a Market Update.
It’s hard to believe, but the first half of the year has come to a close. Below, we share some takeaways on the year’s performance thus far and our thoughts going forward.
