Insights on Markets and the Global Economy

Jamie Hobkirk quoted in Yahoo! Finance

For individuals earning $100,000 a year, budget optimization remains a top consideration to maximize retirement savings and achieve financial goals.

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Roberto Figueiredo quoted in Business Insider

With the inauguration approaching, there could be money moves to consider as a new administration takes office. Roberto Figueiredo, CFP®,...

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Patrick McVeigh quoted in InvestmentNews

The sustainable investing landscape has evolved significantly since Patrick McVeigh, President & Chief Investment Officer, began his career in...

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Jacqui Smith Quoted in Euronews

The investing landscape can be difficult to navigate, with jargon to digest, tax implications to consider, and the shifting sands of volatility to...

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Roberto Figueiredo Quoted in U.S. News & World Report

The upcoming election cycle may be causing some angst, especially in the realm of how it may affect individuals Roberto Figueiredo, Portfolio...

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Jamie Taloumis Quoted in Fortune

Traditional IRAs and self-directed IRAs offer investors a means to build toward savings goals, but the two differ in several key ways. Jamie...

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Jamie Taloumis quoted in CNN

Investing as a young professional can be critical to building a path toward one’s financial goals. However, learning where to start can be...

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Maria Egan quoted in GreenBiz

The Supreme Court addressed the critical business issue of climate disclosures in a ruling earlier this year, and Maria Egan, Vice President &...

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Clay Bruning quoted in GreenBiz

Where can investors find alpha in the burgeoning renewable energy sector? Clay Bruning offered commentary to U.S. News & World Report on the...

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