July Monthly Recap

by Scott Keller, Portfolio Manager, Envestnet PMC on
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Domestic equity markets posted another month of positive returns, reaching new all-time highs, as investors priced in the upcoming Federal Open Market Committee’s (FOMC) rate cut decision. On July 30 and 31, the FOMC met and decided to lower the target range for the federal funds rate to...

Shifting Winds at the Federal Reserve

by Mike Wedekind, Investment Analyst, Envestnet PMC on
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A year ago, the Federal Reserve (the Fed) was well along its path to normalize short-term interest rates and shrink its massive balance sheet, reversing a decade of cheap money and...

Why Should I Think About Retirement Planning?

by Tom Brown on
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If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel...

Planned Giving Goes Further

by Tom Brown on
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There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an...

Why Diversifying Your Portfolio is Important

by Tom Brown on
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If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why diversifying is important: