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How Often Should You Update Your Estate Plan? Thumbnail

How Often Should You Update Your Estate Plan?

Once an estate strategy is in place, it should only require periodic reviews to check that it still reflects your wishes. However, life events such as marriage, divorce, births, deaths, relocations, health changes, business sales, and changes in tax law may prompt you to reconsider part of your overall strategy.

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Monthly Market Insights | February 2026 Thumbnail

Monthly Market Insights | February 2026

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month. The Standard & Poor’s 500 Index advanced 1.37 percent, while the Nasdaq Composite rose 0.95 percent. The Dow Jones Industrial Average gained 1.73 percent.

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