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A Tale of Two Markets

In our Q2 commentary, we highlighted some of the reasons why the current economic cycle is only at a mid-point and not headed for a recession anytime soon.
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AWM Q2 Investment Commentary

In our Q2 investment commentary, we discuss the performance and our outlook for the financial markets, including the following topics: Mid or Late Cycle? Dude, Where's My Income (Return)? Quality Stocks and Inflation.
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AWM July Planning Commentary

In our July planning commentary, we discuss how the sequence of returns can affect your retirement and the following topics: Unexpected Surge in Renovation Projects. Don't Let Debt Derail Your retirement. Life Insurance Beneficiary Mistakes to Avoid. Can Creditors Take Your Retirement Savings? It Depends.
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Is Inflation About to Soar?

Last week's inflation numbers were a surprise to the markets and came in at their highest level in decades.  The spike in inflation had investors worried that the Federal Reserve may start tightening monetary policy sooner than expected, leading to a sell-off in stocks.  Going forward, the big debate will be whether the increase in inflation will prove to be 'transitory' or will it lead to higher long-term inflation.  The Fed has been clear on their position that the r
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Cyclical Stocks Have Room to Run

The performance of growth stocks versus cyclical stocks can vary significantly depending on the stage of the business cycle.
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AWM March Investment Commentary

In our March investment commentary we discuss the performance and our outlook for the financial markets, including the following topics: Are We In a New Commodity Supercycle?Are we in a Stock Market Bubble?The S&P 500 Beige Book, which highlights fundamental and thematic trends from the earnings reports of companies. 
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Retirement Insecurity

Each year Boston College's Center for Retirement Research updates its research on retirement insecurity. Their most recent update shows that retirement insecurity increased in 2020, and that 51% of U.S. households are now at risk of being unable to maintain their standard of living in retirement.
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The Real Output Gap

There are several reasons to be concerned about the stock market: valuations are high; signs of excessive trading and bubble activity (SPACs, Bitcoin, Robinhood trading, etc.); and increased volatility. However, there are several signs that we are in the early stages of an economic recovery and there is more room for financial markets to continue higher.
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What is a SPAC?

What is a SPAC? A SPAC—also known as a ‘blank check company’— is a publicly held investment vehicle created to merge with a company, thereby bringing the company public. A SPAC begins with a sponsor forming a corporation and working with underwriters to list the SPAC on a public exchange. In the IPO, a SPAC sells units consisting of a share and a fractional warrant. The proceeds of a SPAC’s IPO are placed in a trust and invested in Treasury notes. The SPAC typically
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Check the background of this financial professional on FINRA's BrokerCheck