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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

General Electric was the most recent of the 12 to be included, but was it removed October 2018. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Here are 12 fun stats to celebrate the big birthday: None of the original 12 are left.

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Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis

Carson Wealth

Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.

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Managing Liquidity in the Coronavirus Market

Brown Advisory

Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Both forms of liquidity are important to keep in mind when building a long-term investment plan.

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Managing Liquidity in the Coronavirus Market

Brown Advisory

Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Both forms of liquidity are important to keep in mind when building a long-term investment plan.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies. Further, U.S.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies. Further, U.S.