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Our market analysis discusses the reality of the current market environment, identifies key drivers to watch, and provides a sense of how your portfolio is positioned. All while trying to avoid over-generalized investment jargon.
Strategic Wealth Blog
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We shouldn’t expect inflation to immediately get out of control. Instead, it should come at us in waves.
The myth of Icarus warned of the dangers of over-confidence. If we compared the markets to the flight of Icarus, how close are we to the sun? Close enough to melt our…
The GameStop saga represents an investment fervor that has gripped the media and markets over the past few weeks. What really happened, and what are the takeaways from yet another strange environment…
As we enter 2021, we turn our focus to things that could change the current bullish environment. Two main risks may emerge as the market continues its push higher: Valuations and the…
Strategic Wealth Blog (Coming soon)
It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These…
Gas prices hit a seven-year high over Memorial Day weekend. This signals both a post-COVID return to normal as well as building inflationary pressures.
Creating an effective, all-weather portfolio cannot be achieved with passive investing or broadly diversified portfolio. Only active management can address all stages of the market cycle.
Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.