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Instructions to retrieve 2023 Tax Documents are found under Resource Center – Tax Forms.


Much has changed since the financial crises ended in June 2009. The table below juxtaposes ten important economic indicators. Each gauge brings its insights; collectively the list provides a snapshot of the overall economy. A significant gap exists between those who embrace the prospects of today’s economy and those that see dire straights. As American citizens, each of us is free to make up our own minds unencumbered by noise from others. As a professional money manager, my job is to put in the required hours and rigor necessary to distill logical assumptions from historical factual data.