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LATEST NEWS

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18Aug

The Fed and rate policy: what “catching up” looks like

While the excessive money printing and fiscal stimulus of 2021 is the primary cause of above trend/pronounced inflation, it’s the Fed’s lack of.. Read More →
16Aug

Designing your succession plan: You are in control

Succession planning is an important piece of practice management for independent advisors, and it is an issue many advisors are facing – or.. Read More →
16Aug

Fund managers running a lot of cash – and that’s bullish

When we quote investor “sentiment”, there’s three big data points we look at: the put/call ratio, the bull/bear ratio, and what’s going on.. Read More →