Quarterly Investment C O M M E N T A R Y
July 19, 2021
Our midyear Investment Commentary is divided into two parts. First is a brief recap of our shared investment philosophy; second...
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Changes to Monetary and Fiscal Policy Help Explain Price Inflation
July 19, 2021
Over the past six months or so, many people have started to notice prices rising across the economy. Whether it...
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Using Annuities to Increase Predictable Income in Retirement
July 19, 2021
The management of a distribution portfolio is unique and should be designed differently from the management of an accumulation portfolio....
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Working While Collecting Social Security Benefits
July 19, 2021
Yes, you can collect Social Security benefits while working. However, depending on your age, there are some important caveats to...
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Congrats Dan!
July 19, 2021
We would like to wish a very special “Congratulations” to Dan and Jill Byles-Smith on the safe arrival of a...
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