Financial Insights The latest financial insights and analysis.

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Feb 5 2020

A Tale of Two Decades: Lessons for Long-Term Investors

The first decade of the 21st century, and the second one that recently ended, have ...
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Jan 29 2020

How the SECURE Act May Affect Your Company’s Retirement Plan

The “Setting Every Community Up for Retirement Enhancement” Act of 2019, better known as the ...
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Jan 23 2020

How the SECURE Act May Affect Individuals & Families

The “Setting Every Community Up for Retirement Enhancement” Act of 2019, better known as the ...
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Market Commentary Q4 2019

Jan 16 2020

Market Commentary: Fourth Quarter

Happy New Year! Global markets finished the year strong. Quarter 4 brought the S&P 500 ...
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Dec 16 2019

Hindsight is 20/20. Foresight Isn’t.

The year 2019 served up many examples of the unpredictability of markets. Interest rates that ...
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Dec 10 2019

Timing Isn’t Everything

Over the course of the holidays, it's not unusual for the stock market to be ...
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