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Markets surprise. What should investors do?
“In other words, we don’t look to invest in certainty because the opportunity lies in the unknown.”
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Markets surprise. What should investors do?
“In other words, we don’t look to invest in certainty because the opportunity lies in the unknown.”

Rare U-turn raises yield curve concerns
Recently, the yield curve – a vital market indicator – has been flashing a sign that is rarely seen: A U-shaped curve.

Ready for retirement? Take our quiz.
What does it take to double your investment? Time. How much time? See if you know as you take our latest retirement quiz.

Money Talk Quiz, September 2025
Test your investment savvy with our multiple-choice quiz based on advisor insights from recent Money Talks Podcast episodes.

What We’re Reading
Cloudier outlook, making sense of financial chaos, Roths aren’t for all, a quiet tech giant – all part of what we’re reading

2025 Investment Outlook Seminar Registration
Clients can reserve spots for one of two seminars: 9:30 a.m. Oct. 7, or 7:00 p.m. Oct. 15.