Markets demonstrated remarkable resilience in 2024 despite global challenges, rewarding patient investors and showcasing the power of human ingenuity. As we enter in 2025, we wish to share this article written by David Booth, chairman...
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The last several years have certainly tested investors. If we’ve learned anything, it’s to expect the unexpected—pandemics, debt defaults, bank failures. There will often be something on the sidelines waiting to foil the jubilance of...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
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Over the past 5 years, much attention has been focused on regulations by the Department of Labor (DOL) that require financial professionals to put a client’s interests first when providing advice on retirement accounts. Hold...
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An eventful second quarter. In May, First Republic, a well-regarded mid-sized bank, experienced a rapid decline in deposits, forcing the FDIC to merge it into JPMorgan Chase. In early June, Congress avoided the U.S. defaulting...
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With ever-increasing technology capabilities and automation, you might wonder what this means for the financial advisory business. Will ChatGPT be able to take the place of a human advisor? The reasons ChatGPT will not replace...
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The concept of home ownership seems to be entrenched in the psyche of Americans, and most people consider owning a home as one of the best ways to accumulate wealth. Moreover, for most Americans, housing...
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With the U.S. markets outperforming their international counterparts in eight of the last ten years, investors may wonder if they should be invested in foreign companies or may be tempted to abandon their international equity...
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What is the debt ceiling? The federal debt limit (ceiling) restricts the total amount of money that the Treasury Department can legally borrow at any point in time. Since the initial debt limit was set...
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