Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.

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Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

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The Backstory on Bonds

Interest rates worldwide are at historic lows. With rates so low, should bond investors worry about rising rates? The truth might surprise you. Central banks in developed economies have injected extraordinary stimulus into the system since

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