Client Question of the Month
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JULY 2021 CLIENT QUESTION OF THE MONTH: MARKET TIMING DOES NOT WORK
Client Question of the Month |by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT In our July Client Question of the Month, we thought it…
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JUNE 2021 CLIENT QUESTION OF THE MONTH: INFLATION
Client Question of the Month |by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD / PRINT As the United States begins to emerge from the…
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MAY 2021 CLIENT QUESTION OF THE MONTH: WHY DO INTEREST RATES IMPACT STOCK PRICES?
Client Question of the Month |by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The increase in long-term interest rates has received a lot of…
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APRIL 2021 CLIENT QUESTION OF THE MONTH: TAX-LOSS HARVESTING
Client Question of the Month |by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT We are moving into Spring, which means (hopefully) warmer weather and…
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MARCH 2021 CLIENT QUESTION OF THE MONTH: WITHDRAWING MONEY
Client Question of the Month |by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT As a wealth management firm, we have many clients who have…
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FEBRUARY 2021 CLIENT QUESTION OF THE MONTH: GAMESTOP
Client Question of the Month |by Andrew Murphy, CFA Co-Chief Investment Officer PRINT/DOWNLOAD In our 2020 Market Review and Outlook we pointed out several…
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