Building Money Mindfulness

There are practical steps you can take to strengthen your financial health. With a new year just underway, it’s the perfect time to take steps to shore up your financial ...
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Economic Outlook 2022

We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022. COVID-19-related ...
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Will Omicron Ruin the Santa Rally?

Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty. Still, we remain optimistic that the new worries will ...
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Three Reasons to be Thankful

THREE REASONS TO BE THANKFUL There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ...
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Weekly Market Commentary

11.15.2021 The Markets Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it. The Consumer Price Index (CPI), which is a ...
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Weekly Market Update

November 8, 2021 DEVELOPED INTERNATIONAL: IF NOT NOW, WHEN? Since we began our investing careers, we’ve had the concept of diversification drilled into our heads. Some refer to it as ...
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Capable of helping clients in many areas, we provide open architecture strategies delivered in an investment fiduciary capacity.