Research
Market Update May 2024 | The Golden Oldies
Remember those Columbia House ads from the 1970s and 1980s giving you an opportunity to build out your record or tape collection for just a buck? Talk about a [...]
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One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The [...]
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The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting [...]
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The Song Remains the Same
The Song Remains the Same If you were tempted to undo your market seatbelt as we entered 2024, that has turned out to be a bad idea. The wild ride has continued [...]
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Market Update | Year Ahead 2024 – Twin Peaks
One of the most perplexing aspects of the markets is their ability to make you feel – how shall we say this – less than smart. Just when you think the [...]
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Equity Investments Research Thematic Sleeve December 2023
INTRODUCTION When we think about portfolio construction, specifically equities, we segment our equity allocation into three ‘buckets.’ First, general market [...]
Read more Equity Investments Research Thematic Sleeve December 2023
Recent posts
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When Pensions Reduce Social Security Benefits
August 17, 2024 -
Market Update August 2024: Rocky with a Hint of Smoothness
August 15, 2024 -
Safeguarding Business Assets During Divorce
August 8, 2024 -
Important Considerations Regarding Taxes & Gifting
July 31, 2024 -
2025 Social Security COLA May Be Lowest Since 2021
July 27, 2024 -
Market Update June 2024: Sold Down the River
June 20, 2024
