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April 21, 2022 | Investing
Key Takeaways: Oil prices are sensitive to supply and demand imbalances, which were originally disrupted by the COVID-induced demand collapse War and sanctions are now causing a non-fundamentally driven spike in oil prices Following our Hurdle Rate strategy, we made the recent decision to …
April 14, 2022 | Financial Planning
How do you build wealth? Saving and investing are an extremely powerful duo to do so. Of course, learning to be disciplined, practice good habits, and set goals are also instrumental in your success. The ability for savers to adopt those habits and convert such a modest lifestyle into long- …
April 08, 2022 | Practice Management
2022 is off to a remarkable start – Our First Quarter Market Update for financial professionals touches on today’s key topics with unique views from Jeffrey Ingraham, Managing Director of Portfolio Strategies. Bundled into the discussion will be an update to our 2022 Outlook, …
April 04, 2022 | Investing
Notable News After months of anticipation, the Federal Reserve raised interest rates by 0.25% percentage points for the first time this year, beginning the process of interest rate normalization for this market cycle. The pressure to decide to raise rates had been building, and continues to …
March 30, 2022 | Practice Management
Key Takeaways: Fundamentals always win out in the end, regardless of what style is trending Volatility opens up opportunity in names that were previously out of reach Our strategy summarized: clear buy/sell disciplines, a flexible asset allocation process, and a long-term perspective The …
March 28, 2022 | Non-Profits
Donor confidence is often the golden ticket when it comes to building lasting relationships and attracting meaningful gifts. You might be able to grab someone’s attention for an initial gift if they’re interested in your mission, but ongoing support and “investment”-level giving (including …
March 24, 2022 | Financial Planning
“With longer lifespans than their male counterparts, many women are likely to end up managing the family estate." Key Takeaways: Studies show women are often less financially literate then men, yet have growing financial responsibilities Basic education on financial planning and …
March 16, 2022 | Investing
Logistics companies, such as FedEx and UPS, are beneficiaries of ongoing supply chain issues with their massive networks of aircraft, ground delivery vehicles, sorting and distribution hubs, and service centers to move goods around the world. The bottlenecks, initiated by the global health …
March 10, 2022 | Financial Planning
Here’s What to Do with Cash As you build your wealth, your financial plan needs constant assessment to ensure proper asset allocation and optimal growth. After you complete the financial health checkup (and bonus financial planning checklist), you will know that having a plan for all of your …
March 09, 2022 | Practice Management
In this webinar for Financial Professionals, experts from our Technology group unpack what happened to growth equities at start the year, whether we think we’ve hit the bottom, and how we’re investing going forward.
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