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CALENDLY

Investors

Keep Calm and Carry On

Economists surveyed by the Wall St. Journal now say there's a 44% chance of a recession—up from just 18% in...
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Nowhere to Hide for Traditional Balanced Investors

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope.The classic portfolio of 60 percent equities...
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Are Bonds No Longer A Safe Haven For Investors?

Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors...
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Market Volatility

"Volatility in the bond market is simply too high right now..." Zachary Hill, CFA is quoted on CNBC earlier today....
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Investors are despondent—but there’s a silver lining

Investors sure are a gloomy bunch these days. How downbeat are they? According to the AAII Investor Sentiment Survey1 (a...
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Retirement Planning: Are Investors Underestimating Longevity Risk?

Risks investors face in retirement Could you be underestimating the chance that you’ll outlive your retirement savings? Investors in retirement...
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2020 US Election Outlook

Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.
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Markets Continue to Focus on Trade Issues

It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying.  The S&P...
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Markets Down Slightly as China Trade Dispute Continues

Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come...
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Trade Dispute with China Dominates Markets

The trade dispute with China dominated markets during the week, beginning with President Trump’s Sunday night tweet announcing plans to...
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Fed Continues Its Wait and See Approach

April jobs numbers came out well above economists’ estimates, bringing the jobless rate to a 49-year low at 3.6%. The...
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