Featured Blogs
Navigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: State of the Union Market Update with Guy Riccardi As we reflect on the past year, it’s clear that the markets experienced another strong performance, with broader…
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Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…
Read More →Elections Myths
Elections Myths What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to…
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The Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat…
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The Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage…
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Correlation vs Diversification
Correlation vs Diversification When it comes to investing, the term “diversification” is often thrown around like pixie dust. Many people believe that simply having a variety of funds…
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May Friday Focus – Pulling the Curtain on Financial Advisors
Financial Advisors – May Friday Focus – Pulling the Curtain on Financial Advisors Pulling the Curtain on Financial Advisors What is a financial advisor? Who are financial advisors?…
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The World of Bonds
The World of Bonds The Conservative 60/40 Portfolio The World of Bonds – In the quest for a conservative investment approach, many investors often turn to bonds as a…
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