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Now that we are past the half way point of 2021, we can investigate the potential impact of lingering supply […]

Over the course of the next several months the term “tapering” will be commonly used throughout the media. Some people […]

The Biden Administration has proposed increasing the top rate on long-term capital gains from 23.8% to 43.4%. Here’s an interesting fact: […]

We know that many clients and friends in our communities are charitably inclined. We have frequently written and spoken about the […]

Inflation has shot to the top of investors’ list of concerns after an April Consumer Price Index (CPI) report was […]

While writing our quarterly review this time last year, the stock market was beginning a recovery following a ferocious decline […]

For many families, helping to fund college expenses is a major financial goal. According to reports from The College Board, tuition […]

In 2020 we saw a new resurgence in an old investment vehicle called a SPAC. SPAC stands for Special Purpose Acquisition […]

Consumer spending is the life blood of the U.S. economy and policymakers devoted much of 2020 to bolstering future demand.  A […]

It seems not a day goes by without various news outlets talking about Bitcoin and digital currencies. It’s reminiscent of […]

In 1985 we were introduced to Doc Brown, Marty McFly and their retrofitted DeLorean time machine in the movie Back […]

Not many people are talking about emerging markets (EM) lately but that may be about to change. For a long […]