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Triangle caution sign "!" superimposed on a steep cliff.

What the SPAC! Exercise Caution Around Special Purpose Acquisition Companies

BriefsBy Juliana DoanFebruary 11, 2021

Beware the SPAC: Alternative to traditional IPOs are creating a buzz, but casual investors might get stung.

Futuristic hologram globe spinning out currency symbols.

Global Recipe for Recovery Could Mean Tasty Opportunities

BriefsBy Juliana DoanFebruary 9, 2021

Countries with the best vaccine and stimulus programs are poised to prosper the most as recovery gains steam.

Keyboard with Shift key replaced with "PPP Paycheck Protection Program".

Second-Round of PPP Loans Now Available

BriefsBy Juliana DoanFebruary 4, 2021

SBA’s new Paycheck Protection Program offers another forgivable loan to struggling small businesses.

Folded paper four finger choice game with labels: Mutual Funds, Commodities, Bonds, Stocks.

It’s time to rebalance your portfolio—no matter how good 2020 was

BriefsBy Juliana DoanFebruary 2, 2021

Investors should consider taking some profits, putting 2020 in the win column and gearing up for 2021.

Older man looking worried out a bright window.

To Worry or Not to Worry, that is the Question

BriefsBy Juliana DoanJanuary 28, 2021

From public debt to tax policies, here are five crucial matters prudent investors should consider as 2021 unfolds.

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Vaccines, Stimulus Likely to Burn Off Economic Fog Starting This Year

BriefsBy Juliana DoanJanuary 26, 2021

AMG reveals seven possible economic scenarios that could happen in the coming years.

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ESG Investing Trends Hit Escape Velocity in 2020

BriefsBy Juliana DoanJanuary 21, 2021

Manage your investing expectations in 2023—high single-digit returns might be outstanding in this slowing economy.

Wooden frame of house under construction

Boom! Housing Crashes, Then Rebounds Within Months

BriefsBy Juliana DoanJanuary 14, 2021

Pandemic leads to a perfect storm of conditions that has blown home prices, sales and construction sky-high.

Logos of Uber, Pinterest, and Spotify.

Three Investing Anecdotes: Uber, Pinterest, Shopify

BriefsBy Juliana DoanJanuary 12, 2021

Investors with vision and patience to see it through might find big rewards in unknown startups that create their own markets.

Communicating core values to future generations can be done with both small and large gestures.

Creating a Legacy Is More than Giving Away Money

BriefsBy Juliana DoanJanuary 5, 2021

QUESTION: This past year has been traumatic with a deadly pandemic, political unrest and a recession, all of which have made me reflect on my life and the legacy I will leave for my family. How do I go about creating that legacy? ANSWER: You don’t need significant wealth to pass on a great legacy.…

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