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Navigating the Waves in Individual Stock Investing

November 2, 2021 So far in 2021, the equity market has embraced more themes, memes, and extremes than have been seen in the public markets in recent history. If one were to compare the 2021 oscillations of the stock market to a movie, it might be difficult to agree on a genre, but most would … Continued

What Is an Index Fund?

November 2, 2021 If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?” Index Funds are portfolios of stocks, bonds and other asset classes. They are designed to parallel the … Continued

Living in the Age of Uncomfortable Change

November 2, 2021 During the last several decades, the world benefitted from considerable positive change as the advent of the internet, smart phones, and immunotherapies—to name a few—altered the way we did things and made our lives easier. Ironically, this may have contributed to making the last two pandemic-impacted years feel so unsettling. If there … Continued

The Punch Bowl’s Long Good-Bye

July 29, 2021 With the arrival of summer and the improving post-COVID re-opening well underway—despite the recent concerns about the Delta variant—there is increasing optimism in the air. People are planning social events and booking travel again. Employees are heading back to work, and consumers are spending. Economic data generally looks strong, and prices are … Continued

A Throwback to the 1970s?

July 29, 2021 For the better part of the last decade, central banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices. Efforts to stimulate economies included buying bonds and keeping short-term interest rates low. And yet, even as central bank balance sheets ballooned—and in turn … Continued