Perhaps you’ve heard… The first six months of 2022 was the worst yearly start for the US stock and bond markets for any period since 1970. Most investors are down more than 20%. Investors with concentrations in high-flying tech stoc...
Special Report
Investment Updates
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Why The New Bull Market Theory Was In The News This Past Week
With the Standard & Poor’s 500 stock index more than 20% higher than its bear market low on October 12,
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Planning Briefs
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The Economic Boost From Artificial Intelligence
As financial professionals, managing expectations about investment returns is part of our job. So, we avoid making optimistic statements about the future. But we are
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Brokers vs. Advisors
Fiduciary Standard
