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Well Balanced Vol. 22
Stock quote: My advice to new artists is to embrace a broader concept of timelessness than vintage or retro." Well Balanced is a round-up of topics helping you get today right. Vol 22.
Rating Agencies and Burnt Pizza
For those in or near retirement, perhaps the question is, how can I protect my purchasing power and grow my wealth? Can I trust the IOU from Uncle Sam?
FYR: Concentrated Position
Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.
Market Perspective & Economic News Recap
News Recap: 1) U.S. economy outperforms expectations, 2) Federal Reserve approves a quarter-percent interest rate hike, and 3) Dow Jones Index experiences a winning streak.
Well Balanced Vol. 21
Stock quote: In theory there is no difference between theory and practice. In practice there is. Well Balanced is a round-up of topics helping you get today right.
Market Update - July 2023
This on-demand Market Update episode covers several key topics shaping markets and the economy. (video)
Quarterly Letter July 2023
"Ninety percent of the game is half mental." Yogi Berra had a knack for contradictions and finding wisdom in the nonsensical. Read our quarterly check-in on markets and the economy. (Article)