A Guide to Today’s Macro Happenings, Fiscal/Monetary Policy, and Latest News.

Being educated and informed on how policy and the markets affect your financial plan and portfolio is vital in working towards long-term success. We have a diverse range of content from insightful daily news updates to in-depth, topic-specific commentary. It’s all here.

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The R Word…

The word every investor fears… RECESSION. Let’s take the sting out of the word and characterize the why and necessity of economic contraction.   Let’s start by talking about the definition and metrics of a

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Investing Against the Tide

We wanted to share this article written almost 50 years that rings eerily true today. In November 1974, few people thought it was a good time to invest. The Dow had lost more than 40%

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Let’s Talk Mid-Terms…

Mid-Term Years are Historically More Volatile   Mid-Term elections often determine control of congress and provide us an opportunity to either continue or change the course of our nation’s government. With mid-term elections for 2022

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