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Markets Now

Personal Investor

July 20, 2023

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

“Know what you own, and know why you own it.” — Peter Lynch

Personal Investor

July 20, 2023

Lynch emphasizes the importance of understanding the companies or assets you invest in and having a clear rationale for owning them.

Visualizing 90 Years of Stock and Bond Portfolio Performance¬

Personal Investor

July 20, 2023

Last year, stock and bond returns tumbled after the Federal Reserve hiked interest rates at the fastest speed in 40 years. It was the first time in decades that both asset classes posted negative annual investment returns in tandem.

Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.

Personal Investor

July 20, 2023

Start Early and Lead by Example: Teach your daughters about money from a young age.

Markets Now

Personal Investor

July 19, 2023

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Transparency is a critical aspect of the relationship between financial advisors and their clients.

Personal Investor

July 19, 2023

Building Trust: Transparency fosters trust between our financial advisors and the client.

Markets Surge as Fed Poised to Cut Rates Next Week

Recent Blog Posts

Markets Now

“Know what you own, and know why you own it.” — Peter Lynch

Visualizing 90 Years of Stock and Bond Portfolio Performance¬

Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.

Markets Now

Transparency is a critical aspect of the relationship between financial advisors and their clients.

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