Matt Douce, ChFC, ChSNC

Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, underscoring that any disruption to the Strait of Hormuz remains a key market risk. Meanwhile, resilient U.S. data supported the view that the economy remains on solid footing. Check out this week’s market perspective to learn more.

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A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified plans, let’s partner with your tax and legal advisors to create a strategy that works.

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your unique goals.

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Passover reminds us of freedom and renewal. Wishing you a season of hope and happiness.

Markets were volatile last week as geopolitical uncertainty and higher energy prices weighed on sentiment. Equities declined, bond yields moved higher, and inflation expectations rose, reflecting a cautious investor backdrop amid ongoing inflation concerns and uneven growth. Read this week’s market perspective for deeper insights on what’s driving markets.

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Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Let’s talk about adding guaranteed retirement income to your plan to help ease those fears.

Last week, markets fell for a fourth straight week as tensions with Iran and higher oil prices drove volatility. Rising energy costs reignited inflation concerns, pushing Treasury yields to multi‑month highs and reinforcing a cautious Fed tone. Read this week’s market perspective to learn more.

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