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Thursday, February 16, 2023
Are We in a Recession?
Are your clients worried about what a recession will mean for their investment accounts. Or are they confused about what a recession even means? Here, we break down the characteristics of a recession and see how they apply to 2023.
Saturday, February 04, 2023
The 3 “T”s That Distinguish ETFs From Mutual Funds
ETFs vs. Mutual Funds: The differences may seem subtle, but they could have a big impact on your money over time.
Friday, February 03, 2023
Is Globalization Dead? (And Why You Should Care!)
Why would a fire in a mine in South America three months ago cause the refrigerator you just ordered to be back ordered? Or why did COVID cause the price of beef to skyrocket? Even more perplexing,...
Tuesday, January 24, 2023
How Do Geopolitical Risks Impact Your Investments?
The pandemic taught us many lessons. But none may be more pronounced than how massively interconnected the world is—often in ways that none of us had known before. Globalization has been a boon for...
Friday, January 06, 2023
In the Stock Market, Price and Value are Not the Same Things
Have you ever played the game two truths and a lie? It’s a game where someone gives you three statements, and you have to figure out which one is false. We’re going to play our version right now:
Friday, January 06, 2023
Did November's 5% One-Day Gain Signal We’ve Hit Bottom?
On November 10, 2022, the S&P 500 gained 5.54%, the largest rally since April 2020. This jump prompted several clients to ask if the market had finally reached the bottom. Of course, we’d love to...
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