Insights

October 2024 market update

The stock market rose in September... but so did volatility. This could signal investors are nervous, but some volatility is expected ahead of an election.

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10.16.2024

Do you have an estate plan?

An estate plan can help create security for your family, regardless of your circumstances. We debunk some common misconceptions and explore what goes into an estate plan.

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10.08.2024

September 2024 market update

Nine months into 2024, we may finally see the rate cuts experts were expecting. Here's how Fed expectations have impacted the market so far.

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09.17.2024

Send your kid to college: A checklist

Sending your child to college tends to come with complex emotions as they transition to independence and adulthood. This checklist can help set them (and you!) up for success.

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08.15.2024

Hedge funds, explained.

Hedge funds are frequently misunderstood thanks to pop culture. We review what they are, how they’re different, and when they make sense in a portfolio.

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10.15.2024

Are commodities a golden opportunity?

After a summer spent talking about gold, silver, and bronze, we're focused on how big picture commodity investing can fit into an investor portfolio.

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09.19.2024

The state of the economy

Politicians love to throw around economic statistics on the campaign trail. We put together a nonpartisan primer to help you cut through the spin.

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09.12.2024

August 2024 market update

Some experts worry we may already be in a recession. Stock market volatility throughout July and the early days of August isn't calming investor concerns.

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08.12.2024

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