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Expect Earnings Growth To Fade a Tad in Years Ahead 

March 28, 2024

Corporate earnings growth likely to lose four tailwinds that kept it soaring for 40 years.

notes-on-the-economy-q1-2024-summary

Notes on the Economy – Q1 2024 Summary

February 27, 2024

The U.S. economy closed out 2023 on a strong note, but many background elements are negative
despite positive headline growth figures.

graduates throwing their caps in the air in clebration

529 Plan Funds Can Roll Over to Roth IRAs

February 20, 2024

Got money left over in a 529 college fund? Now you have a new investment option.

Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

What To Expect When Expectations Are High

February 8, 2024

Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

Investors should rebalance their portfolio about once a year, unless one these three things happens.

Three Times To Rebalance Your Portfolio

February 6, 2024

Investors should rebalance their portfolio about once a year, unless one of these three things happens.

Five crucial financial planning considerations.

Navigating the Complex Terrain of a High-Net-Worth Divorce

February 1, 2024

Thriving through the divorce process requires making potentially life-altering decisions.

How to help your kids or grandkids buy a home in this high-interest, high-price environment.

Tips for Helping Your Kids Buy a First Home

January 25, 2024

How to help your kids or grandkids buy a home in this high-interest, high-price environment.

Man relaxing on a boat.

Brace for Slowdown This Year, Then a Rebound 

January 23, 2024

AMG forecasts economic slowdown or mild recession in coming months before bouncing back as we head into 2025.

With your post views, you all voted these the top articles of the year.

Top 10 Articles of 2023

January 4, 2024

With your post views, you all voted these the top articles of the year.

road with US Money on each side

Can America Find a Path to Prosperity in 2024?

January 2, 2024

Much in the world of economics, finance and politics is trending toward a new platform in 2024, creating a foundation for the next economic cycle.

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