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What 2022 Taught Us About Investing Thumbnail

What 2022 Taught Us About Investing

Over the past three years, we have seen some unusual circumstances. From the global pandemic, to supply chain issues, to record-high inflation and war in Ukraine…there has been no shortage of events rattling the markets. But, 2022 was the first year of negative returns.

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Present Day Nostalgia

Most of us experience nostalgia for the ‘good old days’ – without having known in the moment to stop and enjoy the time then. In the spirit of present-day nostalgia, I offer up a couple of times in recent history that we would have done well to appreciate things as they were then….from a financial standpoint!

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Giving Tuesday

As Giving Tuesday approaches, we encourage you to think about how you or your company can give to local or national charities whose values align with your own. After all, this is how we can make the greatest impact, by using our resources to support the things that really matter to us.

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Should I Invest Now?....or Later? (or Both?) Thumbnail

Should I Invest Now?....or Later? (or Both?)

As investors, even when we have designed an appropriate target mix of equities and bonds for our portfolio, we are faced with the challenge of when to invest. Should you invest only when the market is low? Only when it is high? Or all the time?

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Restricted Stock Units - "Vest Day is the Best Day!" Thumbnail

Restricted Stock Units - "Vest Day is the Best Day!"

Restricted Stock Units (or “RSUs”) continue to gain traction as part of company compensation plans. Not only are they a great way to incentivize employees with shares of company stock at future dates, but they are also a tremendous tool to help retain top talent from the employer perspective. Read Dan Trumbower's next article published in "TheStreet" to find out more.

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