Key Financial Market Takeaways from 2023 Key Market Positioning for 2024 Investment Thematic Ins and Outs Out with 2023: In with 2024: 2023 In Review 2023 stock market returns were narrow as most [...]

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Congratulations! You just signed your first professional sports contract, and you are set to make a lot of money. You will likely earn more money in your twenties than most people earn in a [...]

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Portfolio managers have long understood the “big two” in long-term investing. These risks are systematic (market) and non-systematic (security specific). Market risk is the threat to a security [...]

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The two primary approaches to stock investing are Growth and Value.  Most investment professionals identify with one of these approaches. Investment funds and their portfolio managers are labeled [...]

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Not every person can be an investor in risky assets (stocks and bonds).  Some people don’t even need to be an investor.  These lucky people have very large savings accounts or inherited assets [...]

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Investor’s anxiety is rising as December has started with four down days in the stock market (S&P 500 -1.05%) and three-out-of-four down days in the bond market (U.S. ten-year Treasury bond [...]

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