RESOURCES
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RESOURCES

OUR RESOURCES

Blog

Viewpoints May 2021

THE BASE EFFECT Investors are keenly focused on the risk of inflation, as higher bond yields would hurt both stocks and bonds. Over the last week, inflation data came in hotter than expected, yet both bonds and stocks rallied. It looks like our Stuckflation theme — that inflation will remain...
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Do I Need a Trust?

By John Bohan 3 Reasons to Consider a Trust.   Let’s talk about trusts. How does the concept work? And most importantly, what is the importance of hiring an objective third party? Below is a high-level summary of this legal vehicle, how it can be a favorable option for wealth...
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Quarterly Review Q1 2021

WHAT’S PRICED IN? Investing is a complicated endeavor. Predicting the future is hard enough; understanding what markets have priced in is just as hard – and just as important. Nobel Laureate –and University of Chicago behavioral economics professor – Richard Thaler conducted an interesting study providing some insights on the...
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Viewpoints April 2021

STIMULATING The big U.S. fiscal stimulus package, along with further easing action by the European Central Bank (ECB), have combined to bolster the growth outlook while also increasing the focus on inflationary pressures. This past week, U.S. President Joe Biden signed the $1.9 trillion American Rescue Plan Act of 2021,...
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Finbit$ to Kick Start the New Year

They say hindsight is 20/20.  Not sure how to describe 2020, but with hindsight I think most of us would rather leave it in the rearview mirror. Time to forge a new path into 2021! The start of the year is a perfect time to take inventory of where you...
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