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Outline - IYM - Investment World - Neal Rutter - Spring 2023
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“Investment World” Presentation by Neal Rutter for the Spring 2023 workshop series
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Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
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Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.
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Wall Street Pundits & Prognosticators - How did they do in 2022
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Each year, money managers and financial pundits release their latest predictions about what’s most likely to happen in the next 12 months. Likewise, we like to look back and see just how their forecasts panned out.
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Time the Market at Your Peril
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The financial services industry has not done a good enough job educating investors that the best approach for their long-term financial well-being is to make a plan, implement it, and stick with it.
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Retail Investors and ‘Noise’ Trading
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Clients often chase attention-grabbing stocks and severely underperform the market due to active trading.
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Banks Are Offering 4.5% CDs—Just Not to Regular Customers
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Consumers are finding the highest interest rates on CDs in years through brokerage firms
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Outline - IYM - Equity and Fixed Income Investing - Mark Wilson - Fall 2023
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“Equity and Fixed Income Investing” Presentation by Mark Wilson for the Fall 2023 workshop series
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Outline - IYM - Equity & Fixed Income Investing - Kurt Beimfohr & John Prichard - Spring 2023
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“Equity & Fixed Income Investing” Presentation by John Prichard & Kurt Beimfohr for the Spring 2023 workshop series
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Outline - IYM - Investment World - Michael Allbee & Paul Horn - Spring 2023
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“Investment World” Presentation by Michael Allbee & Paul Horn for the Spring 2023 workshop series
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