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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
James M. Skubik, CFA® | Dec 01, 2025

December Investment Comments

From its April tariff-related trough to its recent peak, the S&P 500 gained more than 35%, though in recent weeks the market has faced greater resista...
Dan Krstevski, CFP® | Dec 01, 2025

Year-End Financial Planning Tasks

As the calendar pages turn to December, many minds shift to the holidays, but the year-end is perhaps the most crucial time to reflect on your financi...
Scott D Horsburgh, CFA® | Nov 01, 2025

Why are investors obsessed with interest rates?

When I began my career with NBD Bancorp, my colleagues would gather around the Quotron machine every afternoon to get the reading on the CRB (Commodit...
Miles Putnam, CFA® | Nov 01, 2025

November Investment Comments

The U.S. government shut down for the first time in seven years on October 1st. Politicians hope voters will blame the other party. Voters may barely ...
James M. Skubik, CFA® | Oct 01, 2025

October Investment Comments

Markets have staged a strong recovery from the April lows, with the S&P 500 up more than 30% and hovering around all-time highs. Though there has been...
Dan Boyle, CFA® | Oct 01, 2025

Artificial Intelligence Update: Skynet Fears, but Much More of the Same

I authored our Viewpoint column in September 2023 and discussed the history of Artificial Intelligence. A client recently told me he enjoyed the colum...

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