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Latest Insights

What does the Fed-induced selloff mean for the investment outlook?

Sep 26, 2022 | Alan Robinson

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

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U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

Sep 22, 2022 | Thomas Garretson, CFA

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

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New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

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I am a local financial advisor in Wilmington, Delaware. I offer traditional brokerage, wealth management planning and fee-based asset management to clients across Delmarva. Learn more about me and my practice.

Please follow the links on the left to see our latest seminars, newsletters and research. I accompany my clients as their guide through financially challenging and rewarding times in their lives. Please call me today to review your wealth management plan and to organize your records. 

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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