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Avoid Herd Mentality in your Financial Decisions

Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
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Time Is the Asset: The Quiet Math Behind Your Future Lifestyle

Every financial decision you make is also a decision about someone you have not met yet. That person is you, twenty or thirty years from now, living inside the consequences of choices you are making this week without much ceremony.
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Quarterly Commentary: Second Quarter 2026

In the second quarter of 2026, markets and the economy rebounded from the doldrums we experienced toward the end of last quarter, as Middle East tensions eased, economic growth proved resilient, and the AI-driven growth story remained intact. The cease fire with Iran, while still very fragile, set the stage for oil prices to drop back to pre-conflict levels thus avoiding a worst-case scenario for consumers and businesses.
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Quarterly Commentary: First Quarter 2026

In our last commentary, we described a scenario going into 2026 where U.S. stock  market valuations were historically high, the Fed was in cutting mode, and the Trump  administration was asserting itself in our hemisphere. This was in the backdrop of a  generational affordability challenge for the average American. 
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Quarterly Commentary: Fourth Quarter 2025

Markets navigated a rather complex set of circumstances in the fourth quarter of 2025. Momentum remained robust through September fueled by healthy corporate earnings, strong consumer spending, and continued business investment. However, as the quarter unfolded, recession fears, cracks in the AI growth story, and a historic 43-day federal government shutdown stalled this momentum and denied investors a “Santa Claus” rally for a second year in a row.
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Quarterly Commentary: Third Quarter 2025

From the Fed’s rate cuts to Washington’s latest standoff, investors faced no shortage of headlines this quarter — yet markets continued to advance. Explore what’s fueling the rally, why inflation remains tricky, and how we’re preparing for the months ahead.
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Considering Your Options: Separation Packages from Procter & Gamble

Procter & Gamble's decision to offer separation packages to more than 7,000 U.S.-based employees is a major transition point—especially for those approaching retirement or contemplating their next professional chapter. While these packages are often generous and carefully structured, they introduce significant financial decisions around income, taxes, healthcare, and investments.
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