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    Midyear Outlook 2021: Finding Our Way Back to Normal

    Halfway through 2021, we can finally see the light at the end of the pandemic tunnel. There has been much progress with public health and the economy. Vaccines have controlled the virus and brought new case growth down to pandemic lows. Millions of jobs have returned as the country has reopened. But as we enter the second half of the year, new problems have emerged: those of success. Labor and supply shortages, plus the shadow of inflation, are calling the recovery into question. The initial bounce back has been strong, but will we get back to normal by year-end?

    Here’s What You Should Know About Bitcoin

    We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets as we know them?

    Women and the Pandemic: Planning for a Healthy Financial Future

    Over the past year, we’ve all felt the effects of the coronavirus pandemic in one way or another. But, as the job losses and unemployment numbers tell us, it’s staggeringly clear that women—particularly women of color—have been disproportionately affected.

    Understanding the American Rescue Plan Act of 2021

    On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 ("the Act") into law, with large portions of the bill acting as an economic stimulus for individuals and businesses affected by the COVID-19 pandemic.

    Has Reddit Revealed Major Cracks in the Market?

    With concerns growing over a potential stock market bubble and a recent market pullback, it seems another crisis has hit the headlines: a group of retail traders has come after the market itself. Specifically, these retail investors tried to beat Wall Street by trading up several stocks well beyond what the professionals think they are worth. In doing so, the headlines claim, they have broken the market. Could that possibly be true? Let’s take a look at the details.

    Outlook 2021: Where We Are and Where We’re Headed

    As we approach the beginning of a new year and consider what it may bring, it’s helpful to reflect on the one now behind us. After what has been a tumultuous year of unbelievable events and unprecedented circumstances, we’ve made it to a point where there may actually be more good news than bad.

    Despite Election Uncertainty, Markets Rally

    As the election continues to play out—with Biden being declared the winner of the presidential race and the Republicans taking back some seats in the House and likely retaining control of the Senate—it’s a good time to evaluate what this might mean for your investments. To start, let’s look at how the markets have responded, so far, to the election results

    Does the Presidential Election Spell Risk for the Markets?

    As the U.S. presidential election draws closer, there are growing questions (from both sides) on whether the outcome will negatively affect the markets. Of course, this is not unusual.

    Is Now the Time to Buy or Refinance?

    June usually marks the height of the spring real estate market—it's National Homeownership Month, after all. But this June hasn't been typical. With job loss numbers in the tens of millions, the economic impact of the coronavirus pandemic has put home ownership at risk, with many struggling to make mortgage or rent payments.

    Value-Based Investing: SRI and ESG

    Investors desire to have their money grow – that is the fundamental point of investing, of course! Value-based investing is a multi-faceted investment philosophy that allows investors to align their personal beliefs, or simply their general desire to help make the world a better place, with their investment dollars.