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Market Insight January 11th, 2021

The Markets

The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets.

Market Insight January 4th, 2021

The Markets

Last week was the cherry on top of a turbulent year for investors.

Market Insight February 1st, 2021

Millions of Americans watched in disbelief as GameStop (GME) shares rocketed to the moon this week. The stock is up 2,400% in the last month.

What...

Your Year-End Tax Checklist, Plus a Few Extras for 2020

As 2020 nears its end and it has been a year like no other. The summer vacation was either canceled or truncated. Our eating-out bill went down while...

6 Financial Strategies When Caring for Elderly Parents

It’s becoming increasingly common for adults to become caregivers for their parents in their later years. There is even growing among the Millennial...

Market Insight November 2, 2020

We are now 32 weeks into the onset of the pandemic driven increase in Jobless Claims. Normal State Unemployment Benefits last 26 weeks. Continuing...

Market Insight October 26, 2020

THE MARKETS

Stimulus talks led investors in a merry dance last week.

Market Insight September 28, 2020

JOBLESS RECOVERY?

Claims have come down but have completely stalled at current levels for 8 consecutive weeks. Typically, Jobless benefits last 26...

Hedge Fund vs. Private Equity Fund - The 5 Must Know Differences

Hedge funds and private equity funds are both grouped under the “alternative investments” wagon, but there are key differences in the way each of...