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Month-in-Review: February 2025

Quick Takes Volatile Stocks. US equity indices fell in February as investors began to reset expectations after earnings season, economic data, and policy changes by the Trump administration. The...

What’s Your Relationship with Your Finances?

An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have with your finances supports your long-term...

Mag 7 stocks having sour start to 2025

Deputy CIO Will McGough joined BNN Bloomberg The Open to discuss market uncertainty and the need for diversification in 2025. He emphasized balancing tech exposure with his bellwether picks,...

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Don Williams, CMFC®, CRPC®