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Investment Management

Financial Planning

08.04.25 | Financial Literacy

What Are Treasuries, Municipals, and Corporates? Bond Types Explained

By Todd A. Herman, CFP®

07.29.25 | Financial Planning

Federal Order Requires Electronic Tax Payments: No More Mailed Refund Checks. Here’s What You Need to Know

By Patty Lavoie, CPA, CFP®

07.24.25 | Investment Management

Why Not Cut Rates Now?

By Kevin T. Grimes, CFA, CFP®

07.22.25 | Financial Planning

Legacy, Gifting & Family Strategy After OBBBA: What You May Have Missed

By Todd A. Herman, CFP®

07.21.25 | Financial Planning

Income, Equity, and Tax Strategy After OBBBA: What You Need to Know

By Todd A. Herman, CFP®

07.21.25 | Investment Management

Record Stock Market Highs…But for How Long? (Video)

07.16.25 | Investment Management

6/30/25 Outlook Theme #1: Making Sense of Dollar Changes and International Stock Returns

By Benjamin B. Wallace, CFA

07.16.25 | Investment Management

6/30/25 Outlook Theme #2: The Bear Market Goes Quickly Back Into Hibernation

By Benjamin B. Wallace, CFA

07.16.25 | Investment Management

6/30/25 Focal Point: Will the Uncertainty of Trade Policy Be Obscured by a Fed Shadow?

By Benjamin B. Wallace, CFA

07.16.25 | Firm Announcements

Grimes and Company Welcomes Harmony Wealth Management’s Matt Morse and Tom Dunlap

07.09.25 | Investment Management

Grimes Investment Quarterly – Q2 2025

By Benjamin B. Wallace, CFA

07.07.25 | Investment Management

It’s Now a Long-Term Buy the Dips Market (Video)

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