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Facts vs Feelings Take 5 – Back to December

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …

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You Need a Manager

Welcome to the 3rd post in our financial planning series. This one is all about goal setting with the promised Rocky Balboa metaphor.

Building Blocks of the Plan

This is the second post in our blog post series: The Good, the Bad, and the Ugly of Financial Planning. Just kidding. It’s really just called Financial Planning. Don’t lose consciousness yet. I promise to make it as un-boring as possible. If you’re wondering where the first post in the seri …

Christmas Cards and Financial Plans

This is the 1st post in our Financial Planning blog series. And yes—we’re talking about Christmas cards in January, on purpose.

Your Most Common Social Security Questions Answered

 Chances are we’ve all felt a bit like Rachel on the hit show “Friends” when she looked at her first paycheck in bewilderment and said, “Who’s FICA? And why’s he taking all my money?”   

Market Commentary: Stocks Jump Following Dovish Comments from Fed Chair

The S&P 500 was down five days in a row heading into Friday of last week, although the losses were fairly minor with only one day down more than 0.5% (and that one barely). Then Jerome Powell opened the door for a rate cut in September and the bulls stepped up in a historic way. …

Facts Vs Feelings Take 5 – What Happens if the Fed Cuts?

In the latest Take 5, with markets at all-time highs and inflation showing mixed signals, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the Fed’s dual mandate, historical patterns of rate cuts, and what this could mean for investors. …

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