Highlights

October 25, 2024

Investment Management - Third Quarter 2024

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.

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November 12, 2024

Investing in an Election Year

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.

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October 9, 2024

I Can’t Get No… “Satisficing?”

I learned about satisficing when getting my Master’s degree in library and information sciences. The term was used to describe how people generally research a topic, particularly using Google search results.

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News & Insights

November 12, 2024

The Risk of Concentrating Too Much

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.

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November 12, 2024

Are you ABLE?

We are seeing more and more clients with children or grandchildren who have special needs. Adapting to life with special needs or a disability is never easy, but there are steps that can be taken for those individuals to achieve greater financial security and independence.

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