Category: Blogs

  • Blogs

President Trump wins. Now what?

President Trump has won reelection; what does that mean for investors? Let's discuss.
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  • Blogs

What will the new administration do first?

Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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  • Blogs

Elections & market reactions

What do presidential elections mean for your portfolio?
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  • Blogs

Lower interest rates. Now what?

Why did the Federal Reserve cut rates? Learn more here.
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  • Blogs

Asset Allocation and Risk Allocation

While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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  • Blogs

Investors & the Markets: What to Watch Out for in an Election Year

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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  • Blogs

Informed Donating

If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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