Blog Category

Market Update

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19

Jan

2023 Wrap-Up

Another wild year in the books. Much different, and much better, than 2022 but not without some drama.

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9

May

Stock Market Volatility

While the stock market is in a period of turbulence, it is important to recall that current information is already reflected in prices and trying to time the market is not a sound strategy.

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7

Mar

Current Events and Your Financial Future

In light of the current market volatility, we offer some things that investors should keep in mind to avoid making poor decisions with their portfolios.

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8

Jan

A Recession is Coming – 8 Things to do Right Now!

There are many things regarding a potential economic downturn that we can control and others that are outside of our control. Here are eight things that you do have control over.

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1

May

Inflation is Here. Is a Recession Next?

It comes as no surprise that we may be headed for a slowdown in the economy. Starting with high inflation sparked by excessive free money from the government, restrictive energy policies, supply chain disruptions, and now the war in Ukraine, it is not unexpected that the economy may be headed for a reset.

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19

Sep

Letter to Clients

In this letter , we attempt to calm the nerves of our clients. Although most say they’re OK, we are always concerned about anyone losing sleep over short-term paper losses in their portfolios.

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