2023

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A few key changes to note as we enter a new tax year.

Quarterly Economic Update

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In this Q3 recap: Stocks closed lower in the third quarter as an early summer rally ended after the Fed pledged to continue its fight against inflation.

The Southern New England Heart Ball

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For questions, or to discuss a corporate or personal sponsorship of the AHA Southern New England Heart Ball you can reach out to Mikko Passananti at mpassananti@pensionmark.com