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Wednesday, September 9, 2020

Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July's consumer prices— excluding food and energy—which rose at the...

Friday, August 14, 2020

When I first started in the investment business there were only a few fund managers that really offered a true Socially Responsible Investment platform. Over the last dozen years or so I noticed the concept go from a specialized niche...

Friday, August 14, 2020

This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year.But that's not all that's different. The current administration has issued an executive memorandum...

Wednesday, August 5, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

Tuesday, July 28, 2020

To some, the buying and selling of a company’s stock by corporate officers and directors can be an indicator of Wall Street sentiment.In July 2020, the ratio of companies with executive buying compared with executive selling...

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Friday, July 24, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Wednesday, July 22, 2020

An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...

Tuesday, July 21, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...