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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
Blurred Lines 01 Aug
James M. Skubik, CFA® | Aug 01, 2025

Blurred Lines

A few years ago, Hendrik Bessembinder, a finance professor at Arizona State, conducted a study of stock market returns over the past century that yiel...
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July Investment Comments 01 Jul
James M. Skubik, CFA® | Jul 01, 2025

July Investment Comments

On the back of easing trade tensions, markets have staged an unusually rapid recovery from a tariff-induced near bear market about two months ago. The...
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The Cost of Driving and Thriving 01 Jul
Miles Putnam, CFA® | Jul 01, 2025

The Cost of Driving and Thriving

A recent press release from the Bureau of Labor Statistics tells me that the cost of living is rising at only a measured pace. The latest Consumer Pri...
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June Investment Comments 01 Jun
Dan Boyle, CFA® | Jun 01, 2025

June Investment Comments

Markets cheered on May 12th when the Trump Administration agreed to suspend most of the 145% tariff that it imposed on Chinese goods back on April 2nd...
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Social Security and Medicare 01 Jun
Dan Krstevski, CFP® | Jun 01, 2025

Social Security and Medicare

Retirement is a time to enjoy the fruits of your labor, but it also comes with important financial and healthcare decisions. Two of the most significa...
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May Investment Comments 01 May
Eric Wathen, CFA® | May 01, 2025

May Investment Comments

The Trump administration's sudden imposition of aggressive reciprocal tariffs on April 2nd triggered significant selling pressure, causing the S&P 500...
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