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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.

01 Feb

N/A | Feb 01, 2024

The Freshman Fifty Thousand

“When I was 17 I went to get a Limp Bizkit tattoo and when they wouldn’t let me because I didn’t have a guardian’s approval, I cried and punch...

01 Feb

James Skubik, CFA | Feb 01, 2024

February Investment Comments

Last year the market rebounded from what was a challenging 2022. Investor sentiment going into 2023 was decidedly negative, as the Federal Reserve’s...

It's That Time Again: New Year's Resolutions

02 Jan

Dan Boyle, CFA | Jan 02, 2024

It's That Time Again: New Year's Resolutions

I like this time of year. While I’m not a fan of the start of winter in Michigan, I do enjoy celebrating Thanksgiving and Christmas. Plus, it gives ...

02 Jan

James M. Skubik, CFA | Jan 02, 2024

January Investment Comments

Markets have rallied since late October on the increasing belief the Federal Reserve has completed its rate hiking campaign intended to quell inflatio...

04 Dec

Eric Wathen, CFA | Dec 04, 2023

December Investment Comments

Since late October, the stock market has rallied off multi-month lows and is now back near its 2023 highs, giving something extra for investors to che...

04 Dec

Dan Krstevski, CFP ® | Dec 04, 2023

Pitfalls of Annuities

Buyer beware! Annuity salespeople are out in droves. They are conscious that volatility in the stock market over the last couple of years has made som...

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