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Monthly Market Update for April 2020

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Relative to the historic second half of March, markets appeared comparatively calm throughout April. Alongside that reduction in volatility

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Financial Scams that Target Seniors

According to a 2019 Senate committee report, older adults lose an estimated $2.9 billion each year to financial scams. Law enforcement struggles to fight these scams because they are being executed from foreign call centers beyond their scope. From the report, the most common scam involved individuals impersonating someone from

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COVID-19: Advice for Business Owners

Business owners are visionaries. They possess the ability to see a future they want, define a plan to get there, and gather the necessary resources. Currently, we are all in a time where this is being challenged. During this unprecedented COVID-19 pandemic time, we believe business owners will define themselves

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Modern Monetary Theory

Background Coming out of the Global Financial Crisis (GFC) in 2009, developed market central banks utilized Quantitative Easing (QE) as a way to stimulate their respective economies. Generally through the purchase of sovereign bonds, the central banks were able to reduce interest rates along the yield curve, essentially making it

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Monthly Market Update for March 2020

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: In some sense, the world was more united than it has been in a long time in March. As

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COVID-19: Young Investors and Professionals Advice

As we are now a few weeks into this tragic period in the U.S. and the world, it can become easier to get discouraged and let negativity take over our mind.  One thing we learned during the financial crisis of 2008 was that there are opportunities to make progress during

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Facts and Thoughts about COVID-19 (as of 3/26/2020)

As we continue to deal with the spread of COVID-19, we thought it was important to review some facts about the virus that we know as of now. As you know, this is a developing situation, and the facts will change and evolve as our health care community learns more

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Tips to Boost our Chances to Stay Healthy

Many of us are taking the necessary steps to stay healthy and avoid contracting the COVID-19 illness. Below is a series of actions we can implement right now to further boost our chances of staying healthy. Stay active Get 30-45 minutes of activity 5 times per week. You don’t need

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March 15th FOMC Follow-Up

Extraordinary Market Events: Implied and realized volatility in both stocks and bonds has ramped to levels not seen since the global financial crisis. Equity markets officially entered bear market territory, with key benchmarks down over 20% from mid-February highs. The entire US Treasury yield curve briefly traded below 1%, as

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Monthly Market Update for February 2020

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Despite risk-on sentiment that drove stocks to record levels in the first half of the month, it was a

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