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Great Advice From Our Experts

Why Endowments have Outperformed Traditional Investments [Video]

September 30th, 2019

U.S. endowments are exceptionally well resourced and have access to the best fund managers and private equity programs, which contributes significantly to their investment success. By adopting a more dynamic, proactive version of the asset-allocation principles used by these endowments, it is possible for smaller investors to obtain high levels of risk-adjusted returns for their […]

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United Auto Workers Strike Against GM

September 20th, 2019

Unions were once the strong backbone that supported the average working American. They have helped preserve the rights and interests of the laborers of our country. One of the largest working union is the United Auto Workers Union. And as one of the largest Unions in America, they are now up against one of the […]

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August Economy Update 2019

September 18th, 2019

  August has been a turbulent month for the market, many ups, and many downs. Coming into the back end of September we are starting to see the numbers from last month come in. Brexit has continued to make the EU unsteady and a strike from United Auto Workers has added to the already volatile […]

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U.S. China Trade War Timeline

September 3rd, 2019

It seems that this trade war is a recent event. Especially with the escalation of tension in the past few weeks. But in reality, this dispute has been going on for over a year. We just so happen to be at the boiling point as of right now. In recent weeks, if not days we […]

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July 2019 Market Update

August 30th, 2019

This past month has been quite eventful to say the least. (insert news headlines from July) With so much going on, and so many ups and downs in the market, it’s important to cover the basics and get a general idea of where the market is at, so we can better anticipate where it might […]

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Economic Update 08/21/2019

August 21st, 2019

Things are heating up. The new developments in politics globally, and here at home are changing the economic landscape. As drama in Hong Kong escalates, other countries (including the U.S.) have been pressured more and more to become involved in the situation. It is likely that Hong Kong’s resistance will not survive very long without […]

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Saving Money = Making Money

August 16th, 2019

Many of the times that we find ourselves looking at our bank account, we are regretting the avenues our money went down, thinking of better paths our coin could’ve ventured. We wish we could’ve spent our money more wisely, and many times that wise decision is not spending our money at all. Budgets are one […]

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Market Update 08/13/2019

August 13th, 2019

The past week has been a roller-coaster for the market. Ups and downs have been fueled by the trade talks with China and that doesn’t seem to be changing anytime soon. The talks that happened this morning between the States and China seemed to be for the betterment of all parties included. That’s not to say […]

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US – S&P 500 SPDR Sectors

August 9th, 2019

The S&P 500 Index plunged 3.0% on Monday, compounding the previous week’s losses (- 3.1%) as the U.S.-China trade war escalates, marking the worst single day of trading in 2019. With the 10-year Treasury note rates falling to 1.74%, one of the market’s most-trusted recession indicators—the yield curve—rang the loudest recession warning since pre-crisis inversion […]

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CalPERS Falling Short

August 2nd, 2019

  It isn’t news that pensions haven’t been doing as well as they used to. They are no longer the powerhouse that fueled the American retirement. In fact, many of the countries largest pension plans are starting to falter on a significant scale. Teamsters for example. The wave of struggling pension plans has affected state […]

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