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How institutions invest

When it comes to investing, you sometimes hear the phrase “big money” thrown around. That term loosely refers to institutional investors—large funds managed on behalf of an institution or group of people. These “big money” funds, which include university endowments,

January 2025 Market Update

The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party controlling both houses of Congress

2024 Winners and Losers

When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the

Trump 2.0 and your money

As the second Trump administration prepares to take office, we’re getting a better sense of the policy and tone we could see coming out of Washington over the next four years. For all the details we don’t know, the so-called

You inherited money—now what?

Inheriting a significant amount of money is rarely a bad thing. But it does come with a unique set of challenges that aren’t always apparent. If you don’t have experience with large sums of money, you may not know what

December 2024 Market Update

The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be on deregulation and tax cuts. Several of the