Markets & Economy Update – Shifting Momentum
by Tim Doyle, CFP®, MBA As a bit of a sports nut, I have to admit that the annual stretch between January and mid April is my favorite time of the sports year. There are…
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A Note on Volatility
Over the course of my career, I’ve visited the offices and headquarters of many wealth management and financial planning firms across many states. In the waiting room of most of these firms, I’d often find…
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Markets & Economy – Rapid Fire February Update
On a recent Saturday night, my son played in a rec league basketball game and, I have to say, there are few things more unintentionally entertaining than watching 10 seven-year-olds run-and-gun up and down the…
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CIO Mailbag – Question: How has current investment strategy evolved given recent market conditions and economic trends?
In recent days, news headlines and social media feeds have been flooded with updates and opinions about the trade policies implemented by the new Trump administration. In fact, as you can see in the chart…
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Tax-Smart Investing: Simplifying Compliance for Alternative Assets
Alternative investments provide a dynamic way for participants to diversify portfolios and potentially enhance overall returns. By definition, an alternative investment “is a financial asset that does not fit into the conventional equity/income/cash categories” and may…
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Markets & Economy Update – INFLATION: ENDGAME
When it comes to setting important thresholds, humans really seem to like round numbers. 10,000 steps in a day for weight loss. A .300 batting average for hitting excellence in baseball. Eight glasses of water…
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Markets and Economy Update – The Year in Review
As I’ve grown older and personal time has become a rarity, I still find myself trying to carve-out a brief window of time to watch a little college or NFL football on some weekends. While…
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Markets and Economy Update – The Investment Implications of a Trump Presidency
With Halloween now firmly in our rearview mirror, my family’s once burgeoning candy surplus had finally depleted – or so I thought. Just when I thought the Halloween candy was long gone, my oldest son,…
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Markets and Economy Update – Price at the Pumpkin
Over the past weekend, my family and I took a road trip to a rural location where the upper Delaware River separates northeast Pennsylvania from New York. Through an old friend, my wife made arrangements…
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CIO Mailbag – Question: How has current investment strategy evolved given recent market conditions and economic trends?
When it comes to investing at Entrepreneur Aligned, there will always be certain constants regardless of where we are in the economic cycle or what’s transpiring in financial markets. We will always diversify portfolios across…
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