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Advisor Insights

Weekly Market Commentary 2/8/2021

Weekly Market Commentary February 8, 2021   The Markets   It’s not a black diamond ski run yet, but the yield curve for U.S. Treasuries is steeper than it has been in a while.   A yield curve is the…

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Advisor Insights

Insights – The French Revolution of Finance? – 1.29.21

The French Revolution of Finance? These past several days we have witnessed a rise of a new force in the market, one that has threatened the very existence of some of Wall Street’s largest players. Using the website Reddit, and a…

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Advisor Insights

Model Update – Blackrock – BLK 1 – 8 – 1Q21

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Advisor Insights

Model Update – PIMCO – 1Q21 Model Update

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Advisor Insights

Weekly Market Commentary 1/25/21

Weekly Market Commentary January 25, 2021   The Markets   Last week, as COVID-19 vaccination efforts continued, there was speculation about stock market corrections and asset bubbles.   On Sunday morning, Bloomberg reported 63 million doses of the coronavirus vaccine…

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Advisor Insights

Weekly Market Commentary 1/19/21

Weekly Market Commentary January 19, 2021   The Markets   Investors were rocked by economic data showing the economy hit the brakes hard in December.   Last week, major U.S. stock indices decelerated as investors gaped at the economic damage…

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Advisor Insights

Rollover Education Document

Use this document to educate prospects on the “four options” for what to do with employer sponsored retirement plans upon separation.

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Advisor Insights

First Trust – Elections Have Tax Consequences

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Advisor Insights

Weekly Market Commentary 1/11/21

Weekly Market Commentary January 11, 2021   The Markets   The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets.   Last week, investors weighed the violent disruption…

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Advisor Insights

JP Morgan – 1Q21 Guide to the Markets

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