DECEMBER COMMENTARY: THE HOME STRETCH AND CHECKING IT TWICE
I hope everyone had a wonderful Thanksgiving! In our house, the transition from turkey leftovers to holiday chaos happened in record time. My 10-year-old is already negotiating her "wish list" with...
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October Commentary: The Market Still Feels Like Summer. Will Winter Ever Get Here?
Living in the Northeast, I can’t tell you how many times I’ve been shocked by the warm temps. 80 degrees in September and October?! Don’t get me wrong, I’m not complaining, but...
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3 Investment Mistakes That Could Be Killing Your Portfolio
Are you confident in your investment strategy? Could your money be working harder for you? Too many investors are stuck in outdated strategies, paying unnecessary fees, and missing out on real...
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What Every Parent Needs to Know About College Admissions
The college admissions process has never been more competitive—or more confusing. From skyrocketing tuition costs to shifting admission requirements and the growing role of financial aid...
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Cutting Through the Noise: What’s Really Moving the Markets
The Investment Committee webinars are intended for all listeners who are interested in our take on the markets—but we promise it’s not your typical financial update! Join the friendly faces of...
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Steps Business Owners can Take to Navigate the Current Environment of Uncertainty
If there’s one thing business owners are feeling collectively in 2025, it’s volatility. And market experts are predicting it to be a “new normal”—from financial markets and consumer demand...
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Just Keep Swimming: New Highs, New Perspectives, and a New Generation of Investors
In Pixar’s 2003 classic Finding Nemo, Ellen DeGeneres plays a forgetful blue fish, Dory, who helps Nemo’s dad find the persistence he needs to find his son. During the film, Dory uses the mantra...
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The Investment Committee: Making Sense of Market Momentum
The Investment Committee webinars are intended for all listeners who are interested in our take on the markets—but we promise it's not your typical financial update! Join the friendly faces of...
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Webinar: A Business Owner’s Guide to Grants
Did you know that public grants aren’t just for nonprofit organizations? They are also for for-profit businesses to get your startup off the ground or increase your overall capital. Watch our...
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