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Are We There Yet?

Are We There Yet?

by Nasser Ali | Sep 22, 2023 | Client Communication, Our Insights

Pause! The Federal Reserve (Fed) has teased a pause for much of the year. Finally, the much-anticipated Fed rate hike pause is here, at least...
Behavioral Finance

Behavioral Finance

by Nasser Ali | Sep 15, 2023 | Client Communication, Our Insights

Human behavior can be puzzling. Psychology can boost one’s spirit or inhibit one’s character. A few psychology courses can go a long way to help you...
Recessionary Signals Flashing

Recessionary Signals Flashing

by Nasser Ali | Sep 7, 2023 | Client Communication, Our Insights

Cracks may be showing. The most anticipated recession has been absent, so far. There have been many typical recessionary signals flashing, however...
Financial Education in the 21st Century

Financial Education in the 21st Century

by Nasser Ali | Sep 1, 2023 | Client Communication, Our Insights

With the commencement of a new school year, an assessment of the U.S. financial education seems apropos. Sadly, U.S. financial education gets an F!...
Empowering Investors with Proxy Voting

Empowering Investors with Proxy Voting

by Nasser Ali | Aug 25, 2023 | Client Communication, Our Insights

Recent calls for voting transparency may fall on deaf ears. The 2024 election season is just getting started, but that’s another matter. I’m...
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Recent Posts

  • Headlines First, Fundamentals Later
  • Pause, Don’t Panic: The Case for Staying Invested in Turbulent Times
  • Heritage named a Best Place to Work for Financial Advisors in the USA by InvestmentNews
  • Oil, Conflict, and the Return of Inflation Risk
  • Volatility in Context: Why Recent Swings Are More Normal Than They Feel

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