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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.

What is Going on with our Banking System???

02 May

Scott D. Horsburgh, CFA | May 02, 2023

What is Going on with our Banking System???

A new chapter in the history of American bank regulation began the night of Wednesday, March 8. That’s when Silicon Valley Bank revealed that the ne...

02 May

Miles Putnam, CFA | May 02, 2023

May Investment Comments

The Economist, a British news magazine, put a cowboy on the cover of its April 15 issue and sang the praises of America’s resilient economy. They wr...

03 Apr

Dan Krstevski, CFP® | Apr 03, 2023

Secure Act 2.0

The original “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act) was signed into law on December 20, 2019. A new bill dubbed ...

03 Apr

James M. Skubik, CFA | Apr 03, 2023

April Investment Comments

The bill has seemingly come due for the Federal Reserve’s mistaken belief inflation was “transitory.” A late start in tightening policy to comba...

01 Mar

Miles Putnam, CFA | Mar 01, 2023

The Detroit Bankruptcy in Review

We are approaching the ten-year anniversary of Detroit’s 2013 bankruptcy filing. In light of 2022’s market downswing, as well as recent high inf...

01 Mar

James M. Skubik, CFA | Mar 01, 2023

March Investment Comments

The year is off to a better start for equities than many expected following a difficult 2022 when aggressive rate hikes to counter inflation weighed o...

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