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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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  • Market Commentary

Market Commentary 11/23/2021

The Markets Thinking about the possibilities. The Standard & Poor’s (S&P) 500 Index finished last week slightly higher and has gained about 6 percent during …

Market Commentary 11/16/2021

The Markets Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it. The Consumer Price Index …

Market Commentary 11/09/2021

The Markets Feeling bullish… Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s.Investor optimism may have been fanned by …

Market Commentary 11/2/2021

The Markets The road to recovery is slow and bumpy. Last week, we learned that economic growth slowed in the third quarter as a new …

Should You Make Early Withdrawals from Your 401(k)?

Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement. Contributions can lower your taxable income, and money inside your …

Giving Back During the Holidays

The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people …

Market Commentary 10/26/2021

The Markets It’s MESSI! No, this commentary is not about Lionel Messi, the Argentine soccer phenom who is widely regarded one of the greatest footballers …

Market Commentary 10/19/2021

The Markets Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on …

Market Commentary 10/12/2021

The Markets The word “jouncy” may have started life as a combination of bouncy and jolting – and it’s a pretty good way to describe …