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FinanceMarket Analysis

A Bit of Optimism

Investors saw nice gains to start 2023 as both domestic and international stocks rose. Global small-cap stocks, in particular, stood out posting an increase of 9.3% for the month.

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FinanceMarket Analysis

Inflation Falling

A year that began with losses ended the same way. After a strong November, December erased the prior month’s gains and sent stocks back to the cusp of a bear market.

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The Opening Bell

Making the Most of Your Employee Stock Plans

A concentrated position means higher risk. That risk is magnified by the fact that your salary comes from the same source.

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The Opening Bell

What Does Walden Pond have to do with the Covid Pandemic?

For many workers, like Thoreau, remote work created the time and space for deep reflection about what is essential for their happiness.

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The Opening Bell

Healthy, Creative Strategies for Gifting to Children

You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. …

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FinanceMarket Analysis

Dollars, Euros, Pounds and Yen

After the U.S. stock market fell nearly 4% during the first few trading days of November, a better-than-expected inflation report …

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FinanceMarket Analysis

Concentration Risk

After a choppy first half of October, the global stock market rallied and ended the month up by 6%. Of …

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winding road down a hill in autumn
FinanceMarket Analysis

A Winding Road

Volatility has been a consistent theme this year and September proved no different. Investor optimism carried the global stock market …

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Young finance market analyst in eyeglasses working at sunny office on laptop while sitting at wooden table.Businessman analyze document in his hands.Graphs and diagramm on notebook screen.Blurred
FinanceMarket Analysis

Why Some Investors Lament Good News

The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out …

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