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Apr 18, 20242 min read
April Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...
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Apr 1, 20242 min read
Investor Optimism Propels Market Higher
The S&P 500 stock index is up over 25% since the end of October and, excluding the half dozen mega-caps at the top of the S&P 500, the...
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Mar 5, 20243 min read
A Tale of Two Cities
It was the best of times, it was the worst of times, it was the age of future rate cuts, it was the age of higher for longer, it was the...
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Feb 28, 20241 min read
College Planning Basics
Tyler and Chuck sit down to discuss College planning. The discussion begins with having the end in mind by knowing the current costs of...
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Feb 14, 20241 min read
Recent Developments in the Fixed Income and Equity Markets
Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Below...
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