The start to a new year was a welcome sight for investors. On the heels of a couple of very positive years, 2022 presented a year of struggle across every asset
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Over the past couple of years we have started working with an online bank called Flourish. This is an online bank that works specifically with financial
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As we enter the final months of 2022, we are greeted with yet another election cycle. This version, much like its predecessors, has led to an increase in client
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Back in April we wrote about an investment vehicle known as I Bonds. These Treasury Bonds, which are tied to inflation, started to offer higher yields than
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Two weeks ago I had the pleasure of attending a conference in California. This conference was a lot different than many of the conferences I had attended before
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This summer has undoubtedly been volatile, especially from an economic and market standpoint. If you’ve kept up with any of our previous postings, there hasn’t
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As far as the markets are concerned, there is no question the first half of the year was rough. In fact, it was the worst first half of a calendar year in over
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Over the past few weeks we have seen a continuation in market volatility. What started in the tech space has now spread to other segments of the broad market
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It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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In the past 12 months, the financial world has been dominated by headlines of low interest rates and high inflation. Up until early March the 1-year treasury
As we inch our way toward Election Day 2020, we are receiving a natural increase in questions about the impact this will have on markets and portfolios.
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On the heels of global markets rebounding sharply in the month of April, there is a growing sentiment in the financial media that markets are not accurately
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