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Market Commentary: Stocks Defy Negativity

In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. In fact, stocks have rallied late for two consecutive weeks. Stocks continue to defy the negative sentiment and look ready to move higher. A common narrative is only f …

Financial Literacy Guide

The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.

6 Tips to Create a Healthier Relationship With Money

Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …

Market Commentary: Is Anyone Bullish?

Stocks have had a great start to 2023, and the economy continues to surprise to the upside. In particular, China is showing improvement. If one of the world’s largest economies is quickly advancing, what does that do for the odds of a U.S. recession? Our base case has always been the U.S. w …

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