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November Market Update: Offering Thanks

November Market Update: Offering Thanks

Video summary by Tom Young, CFP® below! The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re...
Staying Invested in a Tricky Market

Staying Invested in a Tricky Market

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of...
Better than expected first half 2023

Better than expected first half 2023

As we move into the final half of 2023, we believe there’s value in reflecting on recent months gone by.   Doing so can help crystallize key learnings and help chart a course through the rest of the year.   Looking back on the first half of 2023, it’s...