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Concentrated Stock
Concentrated Stock

Three Strategies to Reduce Concentrated Stock When managing your investments, having too much of one thing can be risky—especially if that “thing” is a single stock or a handful of highly correlated stocks. You’re not alone if you’ve found yourself heavily invested in...

Structured Investments 101
Structured Investments 101

Understanding Structured Investments: A Modern Diversifier or Unnecessary Component?  Structured investments allow investors to tailor an investment strategy to specific market views and financial objectives. By combining a debt security with exposure to underlying...

Navigating Uncertainty In The Year Ahead
Navigating Uncertainty In The Year Ahead

Market Perspectives After a Nervous Start to 2025 The financial markets experienced turbulence in the opening weeks of 2025, causing many to question whether they are navigating uncertainty sufficenintly. The S&P 500 initially declined 4.3% from its December 6...

How To Avoid Financial Traps
How To Avoid Financial Traps

How can emotional awareness allow us avoid financial traps? Making smart investment decisions isn't just about knowing the markets—it's about understanding ourselves and how we react to information. Research shows that our emotions and thought patterns can often lead...

Does the National Debt Matter?
Does the National Debt Matter?

How does the $36 trillion national debt impact investors? According to the U.S. Treasury, the national debt is quickly approaching $36 trillion, which fuels concerns among investors and economists alike. This means the federal debt has nearly quadrupled since before...

CTA Filing Obligations For Business Owners
CTA Filing Obligations For Business Owners

Are you a business owner? If yes, are you unsure if the CTA filing obligations apply to you? Let's take a closer look at which clients may be affected by this requirement, how to file, and the required information for the filing.   Introduction TO: Owners of...