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Library

Weekly Missives

The Rebalancing Nightmare (1-17-22)

Growing Wealth iin the Public Sector (1-10-22)

The Year-End Stock Market Rally (12-27-21)

Is Today's Inflation Accurately Measured? (12-20-21)

Don't Make Big Sector Bets (12-13-21)

Common Stock Investing in Retirement (12-6-21)

Market Musings

January 2022: The Outlook for 2022

December 2021: How We View Inflation

November 2021: The Case for Wealth Creation

October 2021: To Mask or Not to Mask?

September 2021: The Long-Term Effects of Afghanistan

August 2021: Where Do We Go from Here?

Quarterly Review

A timely review of global financial markets that can influence the structure of client portfolios.

The Economic Expansion Continues

Mid-Year Review Q2-21

Avoiding an Apocalypse Q1-21

A Look Back and A Look Ahead Q4-20

A Time of Transition Q3-20

Escaping Armageddon Q2-20

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    Recent Perspective

    The Economic Expansion Continues

    We monitor the economy as the basis for making informed investment decisions. Each economic cycle is similar but with important differences.

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