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Schwab Transition: A Look Behind the Scenes

01 Jun

Eric Pozolo, CFP® | Jun 01, 2021

Schwab Transition: A Look Behind the Scenes

Work continues in earnest on the transition to Schwab. There is a lot of preparation that goes into changing custodians. This is often referred to as ...

01 Jun

Miles G. Putnam, CFA | Jun 01, 2021

June Investment Comments

President Biden is negotiating for a $2+ trillion spending bill centered around infrastructure. It is hard to argue with infrastructure, which explain...

03 May

Scott D. Horsburgh, CFA | May 03, 2021

Celebrating Our 40th Anniversary

It is said that 70%-90% of new businesses fail within a decade. Imagine our pride that the little investment business founded by Ralph Seger and Maury...

03 May

James M. Skubik, CFA | May 03, 2021

May Investment Comments

In the first quarter the S&P 500 returned more than 6%, a respectable start building on last year’s impressive gains. All eyes remain focused on the...

01 Apr

Miles G. Putnam, CFA | Apr 01, 2021

Bubble Fatigue

“People say that life is short, but it isn’t short. It’s very long.”-Frank AbagnaleThe battle cry of the modern speculator is “YOLO” meani...

01 Apr

Scott D. Horsburgh, CFA | Apr 01, 2021

April Investment Comments

Government intervention has made it more difficult to read and predict economic tea leaves. Record low interest rates not only allowed homeowners to r...

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