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Insights

Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
Scott D. Horsburgh, CFA | Nov 01, 2019

Zero-Commission Stock Trading: How We Got Here

Old-fashioned stockbrokers called it May Day: May 1st, 1975. That’s the day the Securities and Exchange Commission allowed brokers to deviate from t...
James M. Skubik, CFA | Oct 01, 2019

Just Scale, Baby

Our neighbors recently engaged in a longtime summer tradition, the lemonade stand! It was well done with homemade signs and cheerful service. The pric...
Daniel J. Boyle, CFA | Oct 01, 2019

October Investment Comments

From listening to the media, it is hard to believe the market is again flirting with all-time highs. An “inverted” yield curve, trade policy uncer...
Miles Putnam, CFA | Aug 30, 2019

Rich Kid Redux

In my March Viewpoint I asked readers to please share ideas and anecdotes about how money has affected their families. My goal is to turn that feedbac...
N/A | Aug 30, 2019

September Investment Comments

Cautionary Signs or False Signals?...
James M. Skubik, CFA | Aug 02, 2019

August Investment Comments

A famous investor once said, “Most of the time the Fed is not that important; occasionally it’s the only game in town.” While the Fed is not the...

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