Investing to turn a profit while adding attention to our shared climate, societal and other various risk factors is how we handle portfolio sustainability.
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The next few months and into the Summer may see the most volatility (up and down) for the year but your investment strategy was built for volatility.
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People often ask me if our clients are calling us “all of the time” because of the market volatility (ups and downs). I surprise them by saying you are not.
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February showed up to crash the economic party. Why the constant volatility [up and down]? Blame A.I..
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The best quote I heard about the markets (and the economy) this week was, “If you’re not confused, you don’t understand what’s going on.”
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On February 1st, award-winning journalist Ben Dennis interviewed Jason Howell about about the potential debt limit crisis facing the global economy.
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Every year is exciting. Every month that Doug and I get to partner with your family is an honor.
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How do I know when I need a financial planner? Every day I answer questions from friends, family and sometimes other financial advisors.
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In 2023 we will compete directly with the largest investment banks while maintaining our independence.
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Every day I answer questions from friends, family and sometimes other financial advisors. This is where I post the answers.
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We acted just like we promised. By now even your hairstylist knows that the reason the stock market and bond markets have been down this year is due to
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Instead of hearing about the world economy’s finances, we want to share how you are doing.
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