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October 21, 2024
Fall 2024 Investor Letter: Broader Participation
Author: David I. Templeton, CFA, Principal and Portfolio Manager Almost any asset class owned by…
159
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October 15, 2024
Navigating Retirement: Simplifying the Planning Process
Retirement planning often takes a back seat, overshadowed by the immediate demands of wealth…
34
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October 14, 2024
Markets in a Minute - Inflationary Haunt
Week Ending October 11th
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1
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October 14, 2024
Maximizing Your Charitable Impact: The Benefits of Bunching with a Donor Advised Fund (DAF)
Andrea Costa shares insights on maximizing charitable impact for those relocating to the United…
11
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October 7, 2024
Markets in a Minute - Three Quarters Down
Week Ending October 4th
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1
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September 23, 2024
Markets in a Minute - Innovate or Liquidate
Week Ending September 20th
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September 17, 2024
Markets in a Minute - Waiting On the Fed to Change
Week Ending September 13th
44
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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…
34
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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…
96
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September 9, 2024
Markets in a Minute - Un-Inverted
Week Ending September 6th
42
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September 9, 2024
Nonqualified Plan
Interested in learning more about nonqualified plans? Check out our latest YouTube video featuring…
13
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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,…
89
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