Your Insights

Mind over Model

Checking the weather? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are inherently

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As January goes, so does the year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price

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Adventures with My Clients

by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close

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