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    Generational Differences: What Causes Them & Why Do They Matter?
    December 12, 2025
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    Notes on the Economy – Q4 2025 Summary
    December 4, 2025
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    Finding Opportunity Amid This Crazy Market
    November 25, 2025
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    Democratized 401(k) Plans Warrant Caution
    November 20, 2025
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Guessing Is Not a Sound Investment Strategy

BriefsBy Juliana DoanJuly 28, 2022

Bifurcated inflation is a new phenomenon, something investors have never seen before and should be wary of before deciding to move their nest eggs.

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Recession? Retooling? Restructuring? Reset? What Gives?

BriefsBy Juliana DoanJuly 26, 2022

It’s true, the economy is slowing down, but investors need to see the three D’s of Doom before hitting the recession panic button.

June Inflation Data: Reason To Change Outlook?

BriefsBy Juliana DoanJuly 19, 2022

The next six to nine months is likely to be bumpy as the economy retools, but our medium-term outlook has not changed.

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Venture Capital Investors Look to Efficiency Software

BriefsBy Juliana DoanJuly 13, 2022

Venture capitalists refocus, look to develop software-efficiency tools to help solve labor shortages across industries.

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Inflation & Recession—Today’s Reality & Tomorrow’s Possibilities

VideosBy Juliana DoanJuly 8, 2022

Inflation and chatter of recession got you spooked? Don’t panic and remember that context matters—by many measures, the U.S. economy is strong, making a severe downturn unlikely in the coming months, but taming runaway prices is essential to uncaging the next bull market.

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Value Stocks Have More Room To Run

BriefsBy Juliana DoanJuly 7, 2022

As growth stocks have ebbed, value stocks have surged with strong earnings, cheaper valuations and higher dividend yields.

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It’s Ugly Out There, but Attractive Opportunities Will Come

BriefsBy Juliana DoanJuly 5, 2022

Recession talk is scary, but the best investment move to make right now is to have the courage and patience to wait for deals—and then pounce.

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Fallout From Ukraine War Chokes Economies Worldwide

BriefsBy Juliana DoanJune 30, 2022

As Russia and Ukraine slug it out, nations around the globe feel the punches in their economic guts.

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As Skies Darken, Astute Investors Recognize Need for Caution

BriefsBy Juliana DoanJune 28, 2022

The economic weather looks stormy, but is it a squall or a hurricane that America is sailing toward?

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Is America on the Verge of Recession?

BriefsBy Juliana DoanJune 23, 2022

Studies indicate that a near-term recession is not the best bet, but neither is it a long shot as the Federal Reserve works to tame inflation.

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