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Chris McAlpin: Aug 17, 2024 9:13:27 AM
In today's complex financial environment, where volatility is fueled by factors like inflation, monetary policy, and geopolitical risks, it's crucial to understand the risks and opportunities ahead. As we unpack current market dynamics, a clear,...
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Chris McAlpin: Jul 23, 2024 1:56:47 PM
Estate planning is something that comes with a lot of questions. One I hear often is, "Do I even have an estate to manage?" This can range from...
4 min read
Chris McAlpin: Jun 24, 2024 10:55:27 AM
What's going on with the consumer? Why does it matter? Why does it matter in the U.S. economy, but also why does it matter in the markets? These are...
5 min read
Chris McAlpin: May 24, 2024 8:32:37 AM
In this month’s client presentation, we’re taking a look at the markets in general, as well as our investment framework — the framework by which we...
2 min read
Chris McAlpin: May 2, 2024 9:08:06 AM
Recently, you may have seen a lot of activity in your investment accounts. As a result, you might understandably be wondering what is going on:
3 min read
Chris McAlpin: Apr 24, 2024 1:49:35 PM
Editor’s Note: This month’s client presentation included a hands-on, interactive demonstration of a risk management tool we use with our clients...
7 min read
Chris McAlpin: Mar 25, 2024 3:51:39 PM
Smart investors like you have undoubtedly heard of the Federal Reserve. You also probably know they possess incredible influence, with their interest...
1 min read
Chris McAlpin: Feb 19, 2024 3:10:19 PM
This is the precise question we answered earlier this week, during our monthly client presentation. During this conversation, our lead investment...
4 min read
Chris McAlpin: Jan 12, 2024 11:34:26 AM
Happy New Year! One of our resolutions, if you will, for this year is to take a moment to stop and celebrate the wins in our lives. To be honest,...
6 min read
Chris McAlpin: Dec 20, 2023 4:49:58 PM
Risk is both a feature and a bug of investing. That means the most critical way you can empower yourself to make smarter financial decisions (and...
