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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.
James M. Skubik, CFA | Jan 02, 2020

January Investment Comments

This has been a very good year for investors, with the S&P 500 on pace for its strongest year since 2013. Total returns including dividends through No...
Dan Krstevski, CFP® | Dec 02, 2019

2019 Year-End Financial Planning Checklist

As 2019 draws to a close, it’s time to review your finances and look forward to the upcoming year. The last few weeks of the year tend to be a mad r...
Scott D. Horsburgh, CFA | Dec 02, 2019

December Investment Comments

As we look toward year-end, global stock markets have had a remarkable year despite tepid growth outside the U.S.Stock markets in the U.S., Japan, and...
Scott D. Horsburgh, CFA | Nov 01, 2019

Zero-Commission Stock Trading: How We Got Here

Old-fashioned stockbrokers called it May Day: May 1st, 1975. That’s the day the Securities and Exchange Commission allowed brokers to deviate from t...
James M. Skubik, CFA | Oct 01, 2019

Just Scale, Baby

Our neighbors recently engaged in a longtime summer tradition, the lemonade stand! It was well done with homemade signs and cheerful service. The pric...
Daniel J. Boyle, CFA | Oct 01, 2019

October Investment Comments

From listening to the media, it is hard to believe the market is again flirting with all-time highs. An “inverted” yield curve, trade policy uncer...

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