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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.
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 ...
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...
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 | 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...
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 ...

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