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Quick 2 Minute Update

Here’s a quick 2‑minute update to kick off the year. I cover a few important changes for 2026, including contribution limit increases, a mutual fund shift, and what to expect with upcoming tax forms.

5 Minute Update

This 5‑minute update highlights the core principles behind your financial plan, the importance of staying invested through every market cycle, and a few key developments shaping the outlook for 2026.