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PERSPECTIVES & RESOURCES

Stay informed with what’s happening and read market perspectives from industry experts. These timely insights provide context and analysis, so you can make informed investment decisions.

Dow Jones Industrial Average  ^DJI 
38,647.10  65.11  0.17%  
S&P 500 INDEX  ^SPX 
5,433.74  12.71  0.23%  
NASDAQ Composite  ^IXIC 
17,667.56  59.13  0.34%  
Vanguard Total Stock Market ETF  VTI 
266.89  0.12  0.04%  
Vanguard Total International St  VXUS 
60.79  0.64  1.04%  
US Treasury 10 Year Note ETF  UTEN 
43.84  0.3376  0.78%  

Are You On Track?

Perspectives

Do Downturns Lead to Down Years?

Market Review Q3 2023

Market Review Q2 2023

Market Review Q1 2023

Market Review Q4 2022

Market Review Q3 2022

Market Volatility Review 2022

Resources

Topsail Wealth Management Model

Saving for Retirement – Traditional or Roth

2023 Tax Reference Guide

Charitable Giving & Estate Planning

Fixed Income Investing

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