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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

Financial markets have pulled back in recent weeks due to factors such as rising interest rates and uncertainty in China.
Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment.
As the summer season draws to a close and a new academic year looms ahead, it becomes crucial for parents with college-bound children to prioritize financial literacy.
Managing your money can be a daunting task. You may not even know where to start when it comes to building and protecting wealth.
A wealth manager can help you develop a comprehensive financial plan that considers all aspects of your finances, including retirement planning, investment management, risk management, estate planning, tax planning, company benefits analysis, and more.
Many Americans are deciding to retire earlier than initially planned, whether by choice or because of other circumstances.
Positive inflation reports failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment.
Healthy personal savings rates have helped to cushion consumer finances, although too much is bad for the economy.
We are pleased to announce that we have been selected to Financial Advisor Magazine's list of America's Top RIAs for 2023.
Rising yields continued to pressure stocks in the wake of a surprise rating downgrade of U.S. government debt by a major credit rating agency.
On August 1, Fitch, a credit ratings agency, downgraded the U.S. debt from AAA (the highest rating) to AA+. Does it matter?
Join our Chief Investment Officer, Mike Minter, as he provides commentary and analysis on the markets and economy for the 2nd quarter of 2023.
Here are some smart credit card strategies to help you pay down your debt and start taking control of your financial future.
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve.
The Fed's challenge since they began raising rates in March 2022 has been to strike a balance between beating inflation and preventing a recession, i.e., achieving a so-called "soft landing."

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