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    Markets & the Economy (2)33 Articles

    A man folds his arm on the table while he holds a book open under a lamp

    Tue, Dec 19, 2023

    9 Smart Money Habits Multi-Millionaires Do Differently

    Contrary to popular belief, most wealthy people don’t become rich from one brilliant money move. Instead, most multi-millionaires build wealth over time through healthy money habits. Affluent Americans often share these 9 habits – and the good news is that people of almost any income level can apply them to their own financial lives.

    Value? Growth? How About Quality

    Tue, Jun 20, 2023

    Value? Growth? How About Quality

    Many of the stocks that worked well one year may not be as strong now. Why is that, and what should you do? 
    How Could You Generate Income When Rates Are High

    Fri, Jun 2, 2023

    How Could You Generate Income When Rates Are High?

    Looking to generate more return from your investments? Bonds, real estate, and dividend funds are logical choices. But we think it’s time to add “shareholder yield” to your vocabulary.
    Investments in a Down Market Still Tend to Outperform Savings Accounts Historically

    Wed, Apr 12, 2023

    Investments in a Down Market Still Tend to Outperform Savings Accounts Historically

    Rather than sweating over the best time to move your money from savings to investments, consider adding a little bit of money at a time to your accounts—a common strategy called dollar-cost averaging. Here's why we believe it tends to work better than "timing the market."
    An All-Weather Predictor of Stock Returns

    Wed, Mar 29, 2023

    An All-Weather Predictor of Stock Returns

    Looking for one metric that could anchor your investment strategy? Learn more about Capital Efficiency and its potential for driving strong portfolio returns.
    Recession: A Stock Picker’s Paradise?

    Wed, Mar 22, 2023

    Recession: A Stock Picker’s Paradise?

    Active management had a solid year in 2022. Does this mean that stock-picking could outperform index funds in 2023? Learn how active funds historically have tended to perform in down markets AND turbulent rebound periods.

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