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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.

02 Jul

Miles Putnam, CFA | Jul 02, 2024

A Feast you can Eat

Almost all people value the utility which their children will get from consumption higher than they value their own. –Milton FriedmanSome people wan...

02 Jul

Scott D. Horsburgh, CFA | Jul 02, 2024

July Investment Comments

Economic growth has been steady, unemployment is relatively low, and the stock market is flirting with all-time highs. Yet, 68% of Americans rated eco...

03 Jun

Eric Wathen, CFA | Jun 03, 2024

June Investment Comments

The S&P 500 has rebounded to all-time highs, up over 10% year-to-date after recovering from a dip of over 5% in April. Earnings season is upon us, wit...

The Importance of a Durable Power of Attorney and Healthcare Advance Directive

03 Jun

Dan Krstevski, CFP® | Jun 03, 2024

The Importance of a Durable Power of Attorney and Healthcare Advance Directive

A durable power of attorney (DPOA) along with a healthcare advance directive are important components of a comprehensive estate plan. These legal do...

01 May

Dan Boyle, CFA | May 01, 2024

Can the Fed Stick the Landing?

Since the Pandemic, the Federal Reserve reminds me of a gymnast that utterly failed his Floor exercise but is trying desperately to stick the landing ...

01 May

James M. Skubik, CFA | May 01, 2024

May Investment Comments

The first quarter of 2024 was largely a continuation of the strength the stock market exhibited in 2023. The S&P 500 advanced nearly 11% in Q1, follow...

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