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Insights & Ideas

Keeping you at the forefront of modern investing
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S&P/Nasdaq rally into record territory as Biden-era set to begin.
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Their decisions in the coming months could have an impact on the markets and investors.
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What kind of insurance makes sense? The kind that matches your needs, goals and budget.
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Oil prices have rallied as oil bulls look past current lockdowns and economic uncertainty and expect the next half of the year to bring brighter days and resumption of more normal economic activity.
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Joe Biden takes the Presidential oath of office this week in the U.S., marking the end of a long U.S. political contest; a year of political challenges is just getting started overseas.
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In many ways, it appears that the market is disconnected from the current state of the economy and politics.
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U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery, but bad news could easily throw markets off track.
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Caution flags abound and catalysts are mounting for a near-term pullback. While we can never know for certain, extreme caution would be prudent in the near-term.
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Taxable municipal bonds can offer higher yields without excessive additional credit risk.
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The Democratic Party sweep changes the stakes for several sectors.

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Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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