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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

The stock market was able to break its losing streak this week despite ongoing concerns about inflation and the Fed raising rates for longer.
We're in a period of slowing US manufacturing and growth, which is not necessarily a bad thing as the Fed tries to tame inflation.
Sorry for the tardiness on this, I was short on time Friday 😁. Last holiday-shortened week was another losing one for the stock market.
It may feel like déjà vu as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed.
How important is identity theft insurance? In 2021 alone, the FTC received 1.4 million reports of identity theft in the US.
Net Unrealized Appreciation can be a powerful financial and tax planning strategy if executed properly, but you may want professional advice.
Despite the constant drumbeat of negativity in the financial media, things are looking up in the market and the economy.
The stock market lost some ground this week as there was a sense that the market was due for a period of consolidation on the back of rate-hike and valuation concerns.
While major stock market indices have rallied this year, investors continue to receive mixed signals from the economy.
In the ever-changing world of taxes, it's always helpful to have a cheat sheet. And it is tax planning season, so we put together a simple guide to 2023 Important Tax Numbers.
The week got started on a softer note as investors took some money off the table following a strong showing this month, but ultimately stocks continued rising.
Yes, markets can turn on a dime. What we've experienced thus far in 2023 has been a perfect example of this.
Layoff announcements are ramping up as companies adjust to slowing sales and profitability.
The January rally did not slow down this week as investors digested a slate of market-moving earnings results and data releases.
The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios.

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