Stay the Course

Like most of us nowadays, you’ve probably tuned into the news and have seen updates on the looming market. The predictions, reports, and sensationalized views probably have you on edge. Our partners from  Morningstar Investment Management shared a great public...
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Investing Ahead of a Recession: 5 Mistakes to Avoid

Could a recession be on the horizon? Maybe. Maybe not. Recessions are notoriously difficult to predict, even when signals are starting to flash red. But that doesn’t mean investors should do nothing. Since the stock market tends to lead the economy by several months...
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MONTHLY ECONOMIC UPDATE FEBRUARY 2020

MONTHLY ECONOMIC UPDATE FEBRUARY 2020 THE MONTH IN BRIEF Early January gains gave way to late January losses as the coronavirus emerged as a global health concern, and correspondingly, a concern for the investment markets. The S&P 500 ended up retreating 0.16% for...
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Investing for Impact

Socially responsible investment strategies and you. SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to...
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Encore Essentials: Mutual Funds

Encore Essentials: Mutual Funds In this article we will break down the basics of mutual funds and give you an overview of how they work and why so many investors like them! What Are Mutual Funds? A mutual fund is a company that pools money from many investors and...
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Monthly Economic Update August 2019

Sign up below to get updates sent to your inbox! In this month’s recap: the Federal Reserve eases, stocks reach historic peaks, and face-to-face U.S.-China trade talks formally resume. THE MONTH IN BRIEF July was a positive month for stocks and a notable month for...
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