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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.

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...

01 Feb

Scott D. Horsburgh, CFA | Feb 01, 2023

February Investment Comments

Last summer, there was a brief wave of optimism among investors that the Federal Reserve’s pattern of interest rate hikes would be short-lived. It w...