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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 market was up and down this week, and as is often the the case lately, it was primarily driven by commentary from the Fed.
Whether retirement is years away or right around the corner, asset allocation and risk management will be critical to your success.
I've heard the pronouncement of the 60/40's death many times in my career. And, as usual, the reports of its death are greatly exaggerated.
As the year-end of 2022 approaches, we want to help you spot planning opportunities that are very time-sensitive - check out the Free Guide!
You may worry about the stock market sinking after a recession is officially announced, but markets don't wait for official announcements.
There wasn't much action in the first half of the week coming off the holiday-fueled gains last week, but it got interesting after that.
Perhaps no sector of the economy has been impacted by rising interest rates as much as real estate, but are we heading for a housing recession?
Thanksgiving week was another winning one for the stock market amid thinner holiday trading conditions.
The holiday season, especially given the market rebound over the past few weeks, is the perfect time for investors to remember that there is still much to be thankful for amid the uncertainties.
The months are getting colder, but the tech and crypto winter has been in full swing for a while. Now, we understand that markets operate in cycles - this is even more the case for technology stocks which depend not only on the underlying business cycle, but also experience waves of major hype and exuberance.
That was some kind of week! There was turmoil (and massive losses) in the cryptocurrency market and a wild midterm election.
As tempting as it may be, investors have to avoid playing the guessing game when it comes to the Fed's next move.
October came to an end on Monday and the Dow Jones Industrial Average logged its best monthly performance since 1976 with a gain of 14.0%.
U.S. midterm elections take place on November 8 amid significant market, economic, and geopolitical uncertainty.

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