Here we go again

Here we go again

Reaching for a little extra yield in your “safe” asset class.  Somehow that has always appealed to some investors who are not satisfied with the...

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Inflation

Inflation

There is good news and bad news.  Good news is about progress against COVID.  As of today, over 60% of US adults have had at least their first dose...

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What about Bonds? (cont.)

What about Bonds? (cont.)

We’re asked about rising interest rates a lot, and in a blog post last month Roger Hewins addressed the stabilizing function of a bond allocation in...

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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