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September Investment Comments 01 Sep
Scott D. Horsburgh, CFA | Sep 01, 2021

September Investment Comments

The economy is at a stage when comparisons to year-ago quarters frequently produce ridiculously high numbers because last spring and early summer were...
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Don’t Let Inflation Scare You Out of Stocks 02 Aug
Dan Boyle, CFA | Aug 02, 2021

Don’t Let Inflation Scare You Out of Stocks

As Miles discussed in this month’s Investment Comments, inflation has reared its ugly head for the first time in many years. For those of us that re...
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August Investment Comments 02 Aug
Miles Putnam, CFA | Aug 02, 2021

August Investment Comments

The economic recovery continues, but the pace of the recovery is slowing. First quarter GDP was estimated at $22.1 trillion annualized, surpassing its...
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July Investment Comments 01 Jul
James M. Skubik, CFA | Jul 01, 2021

July Investment Comments

The economy continues to improve, helped by the rollout of vaccines as well as fiscal and monetary support. Unlike typical recessions, this one was no...
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How to Make the Most of an Inheritance 01 Jul
Dan Krstevski, CFP® | Jul 01, 2021

How to Make the Most of an Inheritance

It is estimated that over the next two decades, Baby Boomers will pass down a whopping $68 trillion worth of assets to younger generations. Receiving ...
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June Investment Comments 01 Jun
Miles G. Putnam, CFA | Jun 01, 2021

June Investment Comments

President Biden is negotiating for a $2+ trillion spending bill centered around infrastructure. It is hard to argue with infrastructure, which explain...
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