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Stock Market Asset Class Returns Q3 2024 - small-cap, value, and low-volatility stocks all outperformed the S&P 500

Portfolio Review Q3 2024: The shifting markets

Stock returns were volatile throughout the third quarter, but they did end on a high note and continued to add to their…

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RIA vs Broker Fees & Best Interest

Working With a Broker Dealer vs RIA

What are the differences between a Broker Dealer vs RIA? That may seem like a mundane question, but it’s an important one….

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Stock market downturn protection

Protecting your investments in a market downturn

Is the recession finally here? Roughly two years ago, economists predicted what they called the most widely anticipated recession ever. The whole…

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