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Conversations with clients since the start of the pandemic and recession have consistently ended up in the same place- “The stock market and the economy seem to be completely disconnected.” While we believe there are still observable connections between the market’s actions and the fundamentals...

Most investors are very familiar with mutual funds. Mutual funds have been around since the 1890’s, with the most common structure (open end) being established in 1924. These funds are a way for investors to access a diversified “basket” of securities. Mutual funds hold all...

The behavioral economist Dan Ariely has written extensively on the power of free things. “In many past experiments we have shown that people are often overly excited about things that are free (see Predictably Irrational).” He wrote a blog in 2010 where he...

The market tends to maintain a balance between budget deficits and trade deficits. Increasing the budget deficit while reducing the trade deficit disturbs that balance. Rest assured, the market will ultimately trend towards balance once more, but we may not like the results....

The one-year anniversary of the historic 2017 Women’s March made me stop and think about what gender inequalities still exist in America today. One of the most talked about gaps is the gender pay-gap. 83% of women agree that the pay-gap exists, but only 55%...