March 31, 2017

Webinar Replay: The Case for Mid-Cap Stocks

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February 9, 2017

The Case for Mid-Cap Stocks: There's More in the Middle

The investment importance of mid-cap stocks is somewhat misunderstood and frequently overlooked by investors. Despite having little exposure within investor portfolios...

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January 12, 2017

2016 Year in Review / 2017 Outlook

It has been an historic year on many fronts—from the markets to Brexit to the U.S. elections. We’ve seen it all in 2016. With the recent historic rally in U.S. equities and the Fed poised to raise interest rates, what can investors expect the economy and the markets to do in 2017?

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December 14, 2016

Fed raises rates, plots the path for 'gradual increases'

For only the second time in the past decade, the Federal Reserve decided to increase the federal funds rate. In their final scheduled meeting of 2016...

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November 30, 2016

Is This Just the Beginning of The Trump Effect?

On November 8th, the 2016 U.S. Presidential Election concluded one of the most controversial and riveting elections in recent history.

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November 9, 2016

The Results Are In

After a long, tumultuous and hotly contested political season, Donald Trump and the Republican Party claimed victory in the 2016 U.S. elections. Trump will become the 45th president of the United States. He will be greeted in Washington, D.C. on January 20 by a Republican-controlled Congress. 

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October 31, 2016

Growth vs. Value - what's your style?

Growth investors look for stocks that will grow at a high rate for a relatively short period of time or mutual funds that focus on growth stock. Value investors look for stocks that are currently undervalued and are expected to increase to their true value over a longer time horizon or mutual funds that focus on value stock.

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October 15, 2016

Are you evaluating your portfolio risk?

Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk only in terms of possibly losing money. 

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October 10, 2016

What is bond yield?

This may be the most commonly asked, and often the only asked, question posed by those choosing a municipal bond fund. 

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