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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.
Miles Putnam, CFA | Apr 01, 2024

The Transatlantic 10%

It never dawned on me how uniquely American my job is until I came to the United Kingdom. I am working remotely from the middle of England for most of...
James Skubik, CFA | Apr 01, 2024

April Investment Comments

Expectations for rate cuts in 2024 have moderated since the beginning of the year. Based on the CME FedWatch Tool, the current expectation is for thre...
Miles Putnam, CFA® | Mar 04, 2024

March Investment Comments

The S&P 500 closed above 5,000 for the first time in history on February 9. The index has risen more than 50% since the end of 2019. The Russell 2000 ...
Eric Wathen, CFA® | Mar 04, 2024

Donor-Advised Funds

According to the National Philanthropic Trust, the first donor-advised funds (DAFs) were created in the 1930s, though only recognized formally in the ...
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...
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...

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