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Are bond yields still attractive?
Bond yields are currently at levels we haven't seen in quite some time, which has significant implications for investors' portfolios and income strategies. Understanding how today's yields compare to historical norms can help provide valuable perspective when making fixed income investment decisions.
Matthew Moll
Apr 281 min read
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What Bond Volatility and the Battle Over Fed Policy Mean for Investors
Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute...
Casey Dickinson
Apr 213 min read
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The Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised tariffs on Chinese goods to 145%, while China has countered with 125% tariffs on American products.
Matthew Moll
Apr 144 min read
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The Importance of Offense and Defense in Challenging Markets
Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ min
Matthew Moll
Apr 84 min read
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Market Perspective and Tariff Impacts
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they...
Casey Dickinson
Apr 33 min read
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Why are investors increasingly bearish?
Understanding the factors driving investor concerns is crucial for maintaining a long-term perspective in financial planning.
Casey Dickinson
Mar 211 min read
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Why has the U.S. dollar strengthened?
Understanding currency movements is important since they can affect everything from investment returns to inflation and economic growth.
Casey Dickinson
Mar 181 min read
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What Tariffs and Trade Wars Mean for Long-Term Investors
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these...
Matthew Moll
Feb 264 min read
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How can I reduce my tax burden?
This is an important topic that can have a significant impact on your long-term financial success, especially given the current tax...
Matthew Moll
Jan 151 min read
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Understanding Market Dynamics: Navigating Volatility and Valuations in 2025
Financial markets have experienced turbulence in the early weeks of 2025, driven by shifting expectations around monetary policy,...
Matthew Moll
Jan 153 min read
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2025 Market Outlook: 5 Insights to Achieve Portfolio Balance
The 19th century author Balzac wrote that “our worst misfortunes never happen, and most miseries lie in anticipation.” This quote...
Matthew Moll
Dec 30, 20246 min read
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First-Time Investors: How a Financial Advisor Can Guide Your Journey
Investing for the first time can feel exciting yet overwhelming. With so much information available and countless investment options to...
Matthew Moll
Dec 16, 20242 min read
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How much should I be saving for retirement?
This is one of the most fundamental aspects of long-term financial planning, as it directly impacts your future financial security. The...
Matthew Moll
Dec 11, 20241 min read
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Is investing in crypto a good idea?
This is a timely topic given the recent price movements and increased investor interest.
Matthew Moll
Dec 11, 20241 min read
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Should I invest in AI?
This is certainly one of the most discussed topics in the market today given the potential for AI to transform many industries. Let me...
Matthew Moll
Dec 9, 20241 min read
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I have extra cash what should I do with it?
How to allocate cash is one of the most critical decisions investors face, especially given the significant changes in interest rates...
Matthew Moll
Dec 6, 20241 min read
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Understanding Required Minimum Distributions (RMDs): Key Information for Those 73 and Older.
If you’re 73 or older and have tax-deferred retirement accounts, it’s crucial to know about Required Minimum Distributions (RMDs) . These...
Matthew Moll
Dec 3, 20242 min read
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What the Trump Trade Means for Long-Term Investors
While the political world will focus on the election for some time, financial markets have already shifted their attention to the next...
Matthew Moll
Nov 22, 20244 min read
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