What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Wednesday, January 18, 2023
Our 2023 Market Letter to clients. A high-level look at the past 12 months in markets and our strategy for the next 12 months.
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Wednesday, February 10, 2021
Originally Published January 8, 2021. We are excited to be turning the page on 2020. Although COVID-19 continues to paralyze much of the globe, two American companies—Pfizer and Moderna—have developed highly-effective...
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Wednesday, February 10, 2021
Saving money today is better thought of as paying your future self.Help us help you! Contribute to your IRA this year, and every year! Don't put off saving for your retirement another moment. What you stash and invest today in your IRA...
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Thursday, January 23, 2020
Last year, we enjoyed a strong finish to a spectacular decade for investors. How spectacular? From January 2010 through December 2019, the S&P index rose 290%, excluding dividends. Leading individual stocks performed even better....
Read MoreAfter nine years of relatively calm markets, 2018 brought volatility back into focus with S&P 500 suffering two drawdowns of more than 10% during the year--in February (-11.8%) and October 3 to December 24 (-20.2%). For the year, the...
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