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How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Taking the pulse of trade, taxes, earnings and the economy webinar replay
5/12/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
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Market chaos is harvesting income opportunities
5/12/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Three takeaways from earnings season
5/9/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Federal Reserve reserves the right to change its mind
5/9/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
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Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
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Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
A substantial collection of fixed income opportunities
5/5/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Firms front-load increase in tariffs during Q1 2025
5/2/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Looking beyond President Trump's first 100 days in office
5/2/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

Warren Buffett

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Benjamin Graham

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Peter Lynch

Be fearful when others are greedy; be greedy when others are fearful.

Warren Buffet

In investing, what is comfortable is rarely profitable.

Robert Arnott

The four most dangerous words in investing are: ‘This time it's different.’

John Templeton

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

John Bogle

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

Benjamin Graham

You make most of your money in a bear market; you just don’t realize it at the time.

Shelby Davis

Wall Street people learn nothing and forget everything.

Benjamin Graham

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

Paul Samuelson

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Peter Lynch

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

Albert Einstein

The most important quality for an investor is temperament and not intellect.

Warren Buffet

It is better to be roughly right than be precisely wrong.

John Maynard Keynes

Pursue your priorities Support your goals with time-tested financial wisdom.

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