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Resources from Old Point
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July 2025 Market Commentary
As the first half of the year wraps up, results have come in stronger than anticipated, offering a welcome dose of optimism. Against this backdrop, one of Warren Buffett’s most enduring quotes resonates with renewed relevance, offering perspective amid shifting market dynamics. Meanwhile, a newly signed tax bill introduces fresh policy implications, and the Federal Reserve has revised its economic outlook in response to evolving conditions.
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June 2025 Market Commentary
The stock market’s terrific performance in May runs contrary to an old Wall Street adage. Trade tension relief and solid corporate earnings pushed equity markets higher last month. Consumer sentiment improved but may suffer if inflation ticks higher in the coming months. Investors should expect moderating economic and earnings growth in the succeeding quarters.
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Important Tax Numbers for 2025
Each year the Internal Revenue Service (IRS) adjusts dozens of tax provisions to adjust for inflation and prevent what is called “bracket creep.” Bracket creep occurs when inflation, as opposed to real increases in income, pushes people into higher income tax brackets or reduces the value of credits and deductions.
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Traditional vs. Roth: Which 401(k) is right for me?
Whether you’ve just changed jobs or you’re a soon-to-be grad about to start your first job, one of the most important benefits is saving for retirement with a 401(k). Let’s explore the power of your 401(k) (it may surprise you!), and which kind of 401(k) to use.
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Tax Tips Episode 1: Charitable Deductions
Tax Tips, a closer look at some of your most asked tax questions.