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Insights

Advisors

2022 In Review: Investing Through Tough Times

By Daniel Campbell, CFA Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets had returned from their 2020 lows, and although the

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Investment Management

History Often Repeats Itself in Investing

By Daniel Campbell, CFA     For the first time in over 50 years, both stocks and high-quality bonds were down in 2022. The last time this happened was 1969, and the story is eerily similar to what we just

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Budgeting / Saving

Inflation’s Silver Lining: Save More in 2023

By Jonathan Scheid, CFA, AIF® Higher inflation not only impacts prices for goods and services, but it also influences government program benefits and the taxes we pay. Government officials use a re-calibration system when they pass many laws now, and that

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Investment Management

Courage! We have been here before

By: Martin Romo & Jim Fullerton It’s déjà vu all over again. With inflation higher than it has been since the 1970s, interest rates rising and the economy slowing, many have grown

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