Street signs for Wall Street and Broad Street in a financial district.

Fiduciary Duty: The Bedrock of Trust in Our Business

August 5, 2024

In the wake of the 2008 Global Financial Crisis (GFC), the financial services industry underwent a comprehensive review, leading to significant regulatory reforms. Among these, the emphasis on fiduciary duty for Registered Investment Advisors (RIAs) emerged as a critical differentiator…

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The United States Capitol building under a clear blue sky.

Mortgaging America’s Future

July 29, 2024

Short term drama tends to distract attention from long term thinking. There is no current shortage of short-term drama when it comes to American daily life. So, we should ask: what long-term issues are being downplayed, or outright ignored, as…

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Digital padlock symbolizing cybersecurity protection.

Cybersecurity Snafu

July 22, 2024

Last week a significant IT outage rippled through global systems, which ironically was triggered by a defect within a software update made by the global cloud cybersecurity firm CrowdStrike. The update caused approximately 8.5 million Microsoft 365 cloud devices around…

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Smartphone displaying the Amazon logo on its screen.

A Burning Out Consumer?

July 15, 2024

In the summer, conversations with friends and acquaintances often lead to the topic of travel plans. With schools on break and the days warmer and longer, many families opt to hit the highways or the tarmac in the summer months.…

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Two large cyclones over the ocean with swirling cloud patterns.

A Storm Is Brewing

July 8, 2024

Last Tuesday, Hurricane Beryl made landfall on Grenada’s Carriacou Island in the Caribbean as a Category 5 storm. This event marks the earliest recorded Category 5 hurricane to develop in the Atlantic, signaling a very early start to the hurricane…

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