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Featured News and Insights

What 35 Years in Wealth Management Has Taught Me About Investors

Markets change constantly. Human behavior changes far less than most investors would like to believe.
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Daily Market

When Cutting-Edge AI Chips Become Yesterday’s BlackBerries

Amazon may sell $8 billion of NVIDIA chips and lease them back. The real question is who bears the risk when today’s cutting-edge hardware becomes obsolete.
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Daily Market

Inflation Fell—After the Government Changed the Thermometer

The Fed keeps fighting inflation with higher interest rates, but some of today’s biggest price pressures may have little to do with monetary policy.
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Wealth 101

Why Corporate Bonds Can Be a Lower-Risk Portfolio Option

Why Corporate Bonds Can Be a Lower-Risk Portfolio Option
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Daily Market

The Bond Market Is Screaming. Stocks Aren’t Listening.

The 10-year Treasury is back near 5.26%, consumer confidence is plunging, and stocks remain near record highs. Here’s why that disconnect matters.
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Wealth 101

PCS Financial Checklist for Military Families: Before, During and After the Move

A permanent change of station (PCS) is one of the largest financial events in a military career. Between deposits, temporary lodging, travel days and household goods, families often front real money before reimbursement arrives. The Defense Travel Management Office (DTMO) describes a dislocation...
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