The ABCs of ETFs
The first Exchange Traded Fund or ETF traded on the American Stock Exchange in 1993. Launched by State Street Global...
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GICS Changes
A sector is an industry classification or grouping of companies sharing common characteristics. The most common...
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Spending Less as We Age
Planning for retirement requires you to make assumptions about your life and the world around you. Your path to...
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Are you a smart investor?
(smärt) adj. 1. keen, clever or shrewd. Also, bright, intelligent, savvy and perceptive. A smart investor exhibits all...
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What is the SECURE Act 2.0?
Buried within the recently passed 4,000-page 2023 omnibus funding legislation was the Secure Act 2.0 which provides new...
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Did the Fed get it right?
At the recently concluded FOMC meeting the Federal Reserve approved an interest-rate increase of 0.5% and signaled plans...
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Let's Talk about Bonds
As defined, a bond is “an interest bearing security that obligates the issuer to pay the bondholder a specified sum of...
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Choosing the Right Investment Advisor
Registered investment advisors (RIAs) come in all shapes and sizes and can be found in a variety of places. Some...
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What is Standard Deviation?
As defined, standard deviation “provides a statistical measure of historical investment return volatility and sets forth...
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Investment Risk - Alpha and Beta
Understanding investment risk and how it impacts portfolio performance is essential for all investors. In general, there...
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Investor Outlook - What is next?
In our January newsletter to clients we wrote, “There are several potentially disruptive forces (not including the...
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A Cap-ital Idea
The value of a publicly traded company is often referred to as market capitalization (or market cap) and is calculated...
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