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Topic Archive
- Quarterly Considerations 06/30/2022
- Quarterly Considerations 03/31/2022
- Financial Planning Guide 2022
- Quarterly Considerations 9/30/2021
- Quarterly Considerations 06/30/2021
- Quarterly Considerations 03/31/2021
- Quarterly Considerations 12/31/2020
- Quarterly Considerations 09/30/2020
- Quarterly Considerations 06/30/2020
- Quarterly Considerations 03/31/2020
- Financial Planning Guide 2020
- Quarterly Considerations 12/31/2019
- Quarterly Considerations 9/30/2019
- Quarterly Considerations 06/30/2019
- Quarterly Considerations - 03/31/2019
- Financial Planning Guide 2019
- Quarterly Considerations 12/31/2018
- Quarterly Considerations 09/30/2018
- Quarterly Considerations 06/30/2018
- Quarterly Considerations 03/31/2018
- Quarterly Considerations 12/31/2017
- Financial Planning Guide 2018
- Quarterly Considerations 09/30/2017
- Quarterly Considerations 06/30/2017
- Quarterly Considerations 03/31/2017
- International Equity Investing and Currency Impact
- Quarterly Considerations 12/31/2016
- Financial Planning Considerations 2017
- Does the President's Party Matter to Equity Returns?
- 2016 Election: A Breakdown of the Candidates
- The Right Fit Matters
- Brexit: The Procedure and Timetable
- Important Alert About Account Security
- Understanding the changing markets to reach your return goals
- Negative Interest Rates: Acceleration or Desperation?
- Quarterly Considerations - 03/31/2016
- Broadly Diversified Portfolio
- Put Current Volatility into Perspective
- Quarterly Considerations 12/31/2015
- Why Market Timing is a Poor Strategy
- Avoid These Common Retirement Mistakes
- Quarterly Considerations 09/30/2015
- Keep It In Perspective
- The Greek Debt Crisis: Implications for the Global Economy
- Quarterly Considerations 06/30/2015
- Important Alert About Account Security
- Strong Dollar, Strong Influence
- Quarterly Considerations 03/31/2015
- What is a Personal Wealth Organizer?
- Why Diversification Still Matters
- Merry Go Round
- Falling Oil Prices - How We Got Here and What Does it Mean Going Forward?
- Quarterly Considerations 12/31/2014
- Financial Planning Considerations - 2015
- December 4, 2014 - Office Hours
- Cash Alternatives in a Low Yield Environment
- Why Diversify?
- Quarterly Considerations - 09/30/2014
- State of the Global Equity Market
- Volatility & The Importance of a Disciplined Investment Strategy
- Many Brokers and Investors Lack a Disciplined Investment Strategy
- Disciplined Approach to Diversification
- 2nd Quarter 2014 Fiduciary Focus
- Quarterly Considerations - 06/30/2014
- REITs in Rising Interest Rate Environments
- Quarterly Considerations - 03/31/2014
- When You Take the “Picture” Matters
- Quarterly Considerations - 12/31/2013
- Financial Planning Considerations 2014
- Has A Market High Ever Felt So Bad?
- Quarterly Considerations - 09/30/2013
- Recent Federal Reserve Policy and Quantitative Easing
- Introducing Active Share
- Quarterly Considerations - 06/30/2013
- Don't Panic About Your Bonds!
- Quarterly Considerations - 03/31/2013
- High Yield Benchmarking in a Low Yield Environment
- Quarterly Considerations - 12/31/2012
- The Impact of the New Year's Resolution and the 'Fiscal Cliff'
