Congratulations to Brian Horan, Abigail Just, Matt Cohen, Kirstie Martinez, Brian Mackin, Tanya Carson, Laura Nash, Jonathan Stolz, and Dan Trosch for being named a Five Star Professional!
Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI). Meanwhile, investors have focused considerable attention on the Federal Reserve (the Fed), after the central bank acknowledged inflation was trending lower and pivoted policy guidance last December.
Historically speaking, election years tend to be positive in terms of stock market performance. And this election year is holding true to historical patterns, so far. But this may be entirely coincidental and not reflective of any real or direct impact that elections have on stock prices.
When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?
In recent years, the frequency and scale of data breaches have skyrocketed, exposing hundreds of millions of individuals to the risk of financial fraud.
When the topic of concentration risk comes up in portfolio management, normally folks think about the possibility of holding a large individual stock position in their account.
If you know anything about me, you know that I need two things to feel comfortable in most situations: data and context. Data provides the necessary information to understand circumstances, see patterns, and solve problems.
