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19
Identity Theft Prevention

You may never be able to completely prevent identity theft, but there are some steps you can take to help protect yourself from becoming a victim. Tips from Retired FBI Agent Jeff Lanza.

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16
Introducing Our Women's Wealth Initiative

Through educational events, networking opportunities, and resources on financial topics specific to women, we hope to empower women to feel confident in taking ownership of their personal finances.

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women
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16
Mutual Funds & ETFs: Which Vehicle Should You Use?

Mutual Funds or ETFs? Which one is right for you? Here are four elements to focus on when making that decision.

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Mutual Funds, tax efficient investing, trading flexibility
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15
Capital Gains Distributions

Mutual fund capital gains distributions are often misunderstood and can be an unpleasant surprise for investors with taxable accounts.

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15
Market Update - October 2018

From Hong Kong to New York, stock markets were slammed by a wave of fears about slowing growth, trade wars, and higher interest rates.

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17
GICS Changes

October 1st brought changes to the Global Industry Classification Standard (GICS) which defines sectors of the economy commonly used for grouping and comparing public companies. The changes are meant to reflect the ongoing integration of communications, media, and technology companies. 

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17
Market Update - September 2018

Global stocks were slightly positive for the month as both U.S. and International large cap stocks rose while small caps stocks were down both domestically and internationally. Bond returns were negative across the board with the exception of short‐term bonds which were up 0.1% in September. Global REITs and managed futures were down while commodities (+1.9%) posted a strong month and reinsurance continued to climb. 

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19
The Weather Has No Memory

The recent threat of Hurricanes Lane (Hawaiian islands) and Florence (East Coast) brings to mind the devastating hurricane season of 2017. It also brings up questions such as, “Does last year’s active hurricane season demonstrate an increasing trend of landfalling hurricanes? Does it make it more likely this year will be an active season?” Historical weather data illustrates the answer to both is “no.” 

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19
Market Update - August 2018

Headlines during August were focused on U.S. trade talks. Stock market returns were bifurcated as U.S. stocks rose and international stocks fell. Although not a big factor last month, international stock returns for U.S. investors in 2018 have been negatively impacted by the strengthening U.S. dollar, especially in emerging markets. Bond returns were positive in the U.S. and slightly negative for international bonds. Global REITs, managed futures, and reinsurance each rose in August, while commodities dipped into negative territory. 

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10
The Big Mac and the Power of Your Dollar

Foreign exchange rates often go unnoticed in day-to-day life, but they can play a sizable role in decision making at central banks around the globe and influence choices in large corporations, as well as impacting the returns on your investments. The Big Mac Index was developed by The Economist in 1986 as a simple methodology to value currencies around the world. This beginner's guide to currency valuation is actually based on the theory of purchasing-power parity.... 

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