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October 7, 2024
Markets in a Minute - Three Quarters Down
Week Ending October 4th
41
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September 23, 2024
Markets in a Minute - Innovate or Liquidate
Week Ending September 20th
47
1
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September 17, 2024
Markets in a Minute - Waiting On the Fed to Change
Week Ending September 13th
38
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September 16, 2024
Smart Money Moves: Steering Clear of the Biggest Financial Blunders
Making smart money moves is critical for long-term financial success. However, the path to…
11
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September 16, 2024
Market Implications of a Fed Interest Rate Cut
A large portion of the market's large cap return this year has been driven by the performance of the Magnificent Seven stocks. Not uncommon in September and…
80
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September 9, 2024
Markets in a Minute - Un-Inverted
Week Ending September 6th
35
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September 9, 2024
Nonqualified Plan
Interested in learning more about nonqualified plans? Check out our latest YouTube video featuring…
2
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September 2, 2024
Raise Cash or Not
As the calendar speeds towards the end of the year though investors can look back and see equity returns (the S&P 500 Index) have been strong to date in 2024,…
78
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August 27, 2024
Maximizing Deferrals into 401(k)s and 403(b)s
Looking to boost your 401(k) and 403(b) deferrals? Sit down with Kelsey Murray and Paul Carl to…
8
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August 26, 2024
Markets in a Minute - Mountain Time
Week Ending August 23rd
44
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August 20, 2024
Early Bird Gets the Returns: The Benefits of Investing Young
Investing can seem daunting, especially when you’re young and just embarking on your…
9
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August 19, 2024
Markets in a Minute - Dog Days
Week Ending August 16th
52
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