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Monthly Market Update for April 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: April was another strong month for risk assets as US Economic data continues to improve, including accelerating GDP growth,

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April 28th FOMC Follow-Up

Rates Today the FOMC voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected, and the committee members voted unanimously in favor of the action. Inflation Language around the Fed’s average inflation-targeting approach remained unchanged from recent meetings, again noting

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Protect Your Social Media Accounts

Social media is a great way for us all to stay connected and keep in touch with family and friends as well as stay updated on all the latest news from around the world. However, it is important to be aware that the information you share on these platforms could

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The Private Investment Opportunity

Background Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsized returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class. Growth in Private Markets AUM According to Preqin, alternative

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Monthly Market Update for March 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Risk assets outperformed in March and consumer sentiment rose sharply amid continued vaccine distribution and optimism around the economic

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Protect: Do you have Enough Umbrella Insurance?

Umbrella liability coverage supplements other liability policies such as auto and homeowners. It is designed to kick in when the coverage on those policies has been exhausted. The main purpose is to protect your assets from unforeseeable accidents and missteps. When thinking about assets, there are obvious things that come

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Does a Fixed Income Allocation Still Make Sense?

Background Amidst tight credit spreads, historically low total yields and uncertainty regarding the path of interest rates, investors have questioned the value of fixed income allocations within their portfolios. A fixed income allocation has traditionally provided three key benefits: (1) Diversification, (2) Capital Preservation, and (3) Income. While every economic

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Monthly Market Update for February 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: February markets were dominated by a sharp rise in bond yields and the corresponding fears that those increasing yields

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Protect Your Credit Report

Routinely checking and monitoring your credit report will not only help you understand your current credit position but can also help you take early action against signs of potential fraud and identity theft. This can help save you the inconvenience of dealing with bigger issues weeks, months or even years

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Monthly Market Update for January 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: An eventful January saw the US Senate tilt in the Democrats’ favor, a riot at the US capital building,

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Protect Against Tax Identity Theft

Tax identity theft affects thousands of taxpayers every year. This occurs when someone uses your stolen personal information, including your social security number, to file a tax return claiming a fraudulent refund. Here are some tips you can take to reduce your risk of experiencing tax identity theft. File your

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2020 Year in Review

2020 HighlightsThe Covid-19 Pandemic was the dominant force impacting the global economy in 2020, leading to the first recession since the Global Financial Crises and most severe global recession since World War II. Despite the headwinds from Pandemic-related shutdowns, unprecedented Central Bank measures and large fiscal stimulus packages both in

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