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One Shot to Get It Right
Most financial decisions can be revisited. A portfolio can be rebalanced next quarter, or a budget adjusted next month. But a handful of decisions do not work that way. You may only retire once. Or help parents as they age, or...
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Election 2026: The Politics of Interest Rates
With the midterm election coming into focus, expect attention to shift to the Fed’s next two-day meeting that ends on October 28. Some believe the unspoken rule is that the Fed doesn’t adjust rates prior to an election. On closer...
Read MoreAI Gives Answers. Guidance Requires Judgment.
Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the...
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The āEā in P/E Ratio Has Changed in 2026
In the simplest of terms, stock prices are driven by two forces: Earnings The price that investors are willing to pay for those earnings And this year, estimates for the “E” in P/E ratio are trending up. As you can see in the chart,...
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AI & You in 2027
Keeping up with the pace of change in the AI world seems overwhelming at times. Almost daily, companies give glimpses into their internal struggles in managing the pace of change driven by AI. In late August, a Goldman Sachs partner...
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IPO Reality vs. The Headline Narrative
When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it's everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the...
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August Can Be a Month of Surprises
August is the month when many families take their final summer vacation. It's also when back-to-school preparations start and football season comes into focus. But August has a more unsettling side for investors. It's historically...
Read MoreA simple way to get your estate plan organized
Getting your estate plan in place doesn't have to be complicated—but knowing where to start can feel overwhelming. That's why I'm sharing this simple, step-by-step checklist with you: š© Download Checklist It walks you through the key...
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Robots, Rockets, & Rates: A 2nd-Half Preview
If only Doc Brown had a financial version of that DeLorean. The truth is, every investor would love to have a crystal ball. But the future has a way of surprising even the best and brightest. To help you prepare for the second half of...
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Will Your IPO Take You to Mars?
When investors hear the words "initial public offering,” it’s easy to imagine they are buying a piece of a dream. Consider the most celebrated IPO in recent history, which started trading in early June. Some assumed that when this...
Read MoreHappy 250th, America!
This July 4th is a milestone year! It’s our nation's 250th birthday. While you're out enjoying a BBQ with friends and family, here’s a fun story to tell everyone about our oldest Founding Father, Ben Franklin. When he died in 1790, he...
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