When you least expect it…

When you least expect it…

Almost no one thought 2023 was going to be a phenomenal year for stocks, but nearly all markets rebounded with many up over 20% on the year. Just like the consensus opinion of the “experts” missed the dramatic declines of 2022, most were overly negative for 2023 and...

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TD and Schwab Conversion

TD and Schwab Conversion

On November 25, 2019, Charles Schwab announced that it would be acquiring TD Ameritrade and the deal officially closed on October 6, 2020. After nearly 3 years of combining operations and best practices, we are excited to announce that your accounts will be moving to...

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Where’s the Recession?

Where’s the Recession?

In the face of significant uncertainty, markets proved to be more resilient to start the year than many investors thought possible. The quarter started off largely upbeat as inflation seemed to be subsiding and many believed that would lead the Fed to stop raising...

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One For the Record Books

One For the Record Books

2022 will go down in history as a landmark year for economics and financial markets, just not the type of year we want to remember. The highest inflation in 40 years, the most aggressive interest rate increases in modern history, and the Russia/Ukraine war were each...

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No Place to Hide

No Place to Hide

There is generally only one free lunch in the investment world and that is diversification. Unfortunately, plain vanilla diversification has not worked this year as both stocks and bonds have seen historic declines. The S&P 500 posted the worst first half since...

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