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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 
33,274.15  415.12  1.26%  
S&P 500 INDEX  ^SPX 
4,109.31  58.48  1.44%  
NASDAQ Composite  ^IXIC 
12,221.91  208.43  1.74%  
Vanguard Total Stock Market ETF  VTI 
204.10  3.03  1.51%  
Vanguard Total International St  VXUS 
55.21  0.19  0.35%  
US Treasury 10 Year Note ETF  UTEN 
46.86  0.2666  0.57%  

Are You On Track?

Perspectives

Market Review Q4.

Market Review Q3.

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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