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76 results from “investing”

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Smart decisions for complex finances: What every successful executive needs to consider

Key considerations and opportunities for founders, early adopters, and C-suite executives: Executives often have greater potential and opportunity to…

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The 3 Cs you need to help create an A+ estate plan

Effective wealth planning—built on the three principles of being comprehensive, coordinated, and calculated—can help protect families, create lasting…

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Weekly Perspective Strategy - Fearless Forecast

Week Ending 12-12-2026. Global equity markets have defied a year of disruptive events—ranging from trade policy shifts to tech innovation—by sustain…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Anx-AI-ety

Week ending 11-20-2025. AI Revolution Opens New Market Opportunities Despite Valuation ConcernsAnx-AI-ety “Success in creating AI would be …

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Bonds Really DO Have More Fun

Week Ending 01-30-2026. Stocks may be exciting, but bond markets quietly provide vital signals about economic health and policy risks.“I used …

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Level-setting the ABCs of 2026

Week Ending 01-07-2026. In 2025, a mix of recurring themes and disruptive shifts left investors navigating complexity, making it essential to distill…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Q3 Earnings Learnings

Week Ending 11-07-2025. Despite a lack of official data due to the historic U.S. government shutdown, investors can still make informed decisions by…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Through the Looking Glass

Week Ending 11-13-2025. Market volatility has resurfaced amid mixed headlines, but long-term trends remain upward, making emotional discipline and f…

CAROL SCHLEIF, CFA, SASB-FSA
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What’s Next in Economics, Markets, and Trade?

A clearer view of risks and reduced uncertainty have supported investor confidence in recent months, even if the economic outlook in the U.S. and Can…

DAN PHILLIPS, CFA®
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Why you need to include your digital assets in your estate plan

When Canadian resident Carol Ann Noble’s husband passed away in 2016, she found herself embroiled in a court battle with Apple®, according to a CBC n…