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Article

2021 Market Review & 2022 Outlook

Uncertainty around fiscal stimulus, valuations, interest rates, and inflation will present challenges in 2022.

Donald Calcagni,

Jan 28, 2022

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Article

The ‘E’ in ESG Investing

This three-part series will explain how ESG methodology can strengthen investment analysis–we’ll start by exploring the ‘E’ in ESG.

Judy McNary,

Feb 24, 2022

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Article

The Ukraine Crisis: Three Lessons for Investors

Three timeless lessons investors would be wise to consider during the geopolitical crisis.

Donald Calcagni,

Mar 14, 2022

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Article

The ‘G’ in ESG Investing

Governance scores capture management risks not explicitly contained in traditional financial statements.

Judy McNary,

Apr 6, 2022

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Article

4 Tips to Financially Empower Yourself (Or a Woman in Your Life)

Haana Frank,

Apr 6, 2022

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Article

Navigating the Storm

Weekly Markets Update: May 2, 2022

Donald Calcagni,

May 5, 2022

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Article

What If…

It’s been a painful year for investors, so how best do we go about making decisions in the future?

Donald Calcagni,

May 12, 2022

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Article

Market Update – June 3, 2022

Donald Calcagni,

Jun 3, 2022

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Article

Market Update – June 13, 2022

Donald Calcagni,

Jun 13, 2022

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Article

Market Update – June 17, 2022

Donald Calcagni,

Jun 17, 2022

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Article

Market Update – June 24, 2022

Donald Calcagni,

Jun 24, 2022

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Article

Implications for Fed Policy and Investors

This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.

Donald Calcagni,

Jul 5, 2022

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Article

It’s Not Just a U.S. Problem

This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.

Donald Calcagni,

Jul 5, 2022

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Article

What’s Not Causing Today’s High Inflation

This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.

Donald Calcagni,

Jul 5, 2022

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Article

Good Riddance to Q2 2022

Q2 2022 Market Commentary

Donald Calcagni,

Jul 14, 2022

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Article

Market Update – July 22, 2022

Donald Calcagni,

Jul 25, 2022

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