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The Mona Lisa Economy
If you’ve been confused by recent news and data on the economy and markets, you’re not alone. A recent article in the Economist[1] had an...
Retirement Income Planning: How to Spend Your Savings
When people think about planning for retirement, they most often think about investing: how much they should put aside for retirement, and what type...
First Quarter 2023 Market Overview
Despite market volatility in February and much of March, all major indices were positive in the first quarter, continuing the rally that began in...
2023 Q1 Quarter-End Market Update: Where Do We Go from Here?
A lot going on these days, to say the very least. There is an old saying that when the Fed tightens, it does so until something breaks. Well, this...
Financial Planning & Budgeting Strategy for High-Income Professionals
Developing a Budget That Will Help You Reach Your Personal Financial Goals. Key points Successful financial planning and budgeting starts with...
UBS Buys Credit Suisse
Key points Continuing stress in the banking industry culminated Sunday in the acquisition of Credit Suisse by United Bank of Switzerland (UBS). The...
Divorce in Florida: How to Prepare Financially
Avoid Financial Pitfalls During a Divorce in Florida with These StrategiesKey points There are four options for divorce in Florida: simplified...
Silicon Valley Bank
Key points The failure of Silicon Valley Bank (SVB) was a classic bank run that exposed a failure of risk management. Long duration bonds in the...
5 Essential Wealth-Building Tips for Young Adults in Their 20s
Key points Your early adulthood is a critical period for establishing your financial foundation. Make paying off high-interest debt a top priority...
2023 Q1 Mid-Quarter Market Update – A Good Start to 2023: Can it Last?
Let’s Ask ChatGPT Has Goldilocks come to the rescue? The favorite fairy tale of investors is no doubt the story of Goldilocks who kept looking for...
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