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May 14, 2024
Growth vs. Value Stocks
Keith Prince sits down with Michael Hermes to discuss growth versus value stocks.
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May 13, 2024
Week Ending May 10th - No News is Good News
Week Ending May 10th
Week Ending May 10th - No News is Good News Read More
May 11, 2024
Dividend Payers Outperforming Broader Market
Much of the focus over the last year and half has been on the strong performance of so-called Magnificent 7 stocks. Over the last three months though, a number…
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May 7, 2024
Building A Financial Plan
Andrea Costa sits down with Keith Prince to discuss the importance of building a financial plan…
Building A Financial Plan Read More
May 6, 2024
Markets in a Minute - "a Lack of Further Progress"
Week Ending May 3rd
Markets in a Minute - "a Lack of Further Progress" Read More
April 30, 2024
Designating a Retirement Plan Beneficiary
Greg Hoernschemeyer sits down with Paul Carl and they discuss the importance of selecting a…
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April 29, 2024
Markets in a Minute - ROAI (Return on AI)
Week Ending April 26th
Markets in a Minute - ROAI (Return on AI) Read More
April 23, 2024
Markets in a Minute - Change Up
Market Recap Week Ending April 19th
Markets in a Minute - Change Up Read More
April 23, 2024
Understanding Wills versus Trusts
Todd Poellein and Andrea Costa discuss understanding the difference between wills and trusts. …
Understanding Wills versus Trusts Read More
April 22, 2024
Expect Equity Market Corrections
A rotation of sorts was underway and flows were moving out of the Nasdaq oriented stocks where all Magnificent 7 stocks are represented in the top 10 holdings…
Expect Equity Market Corrections Read More
April 16, 2024
In Plan ROTH Conversions
Thomas Reitzes and Rachele Wolf discuss In Plan ROTH Conversions.
In Plan ROTH Conversions Read More
April 9, 2024
Selecting A Trustee
Keith Prince engages in a discussion with Andrea Costa, Esq, emphasizing the significance of…
Selecting A Trustee Read More