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Podcast: First quarter earnings check in

Companies across the board continue to release their Q1 earnings, but we thought it was a nice time to check in on the earnings calls that have been announced so far, the general trend and trajectory for some of these companies, and what investors should keep in mind as it relates to the data and… Continue reading →

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Money market reform finalized

As a follow up to last year’s discussion on proposed money market reforms, we can now report that the U.S. Securities and Exchange Commission (SEC) has finished its work, and the reforms have been finalized. The new rules, which will go into effect in October of this year, were put in place in order to… Continue reading →

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Symbol Scales is made of stones of various shapes

The Peter Principle

Peter Lynch, legendary manager of the Fidelity Magellan Fund and one of the greatest investors of all time, once said that you should “never invest in any idea you cannot illustrate with a crayon.” With this simple concept in mind, we present brief sketches of each of the 20 largest positions in our individual securities… Continue reading →

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Investing 101 for millennials

Investing can be intimidating, especially if you’re new to it and try to do it alone. As an advisor and a millennial myself, I’d like to shed some light on the importance of investing and working with an advisor, and I’ll begin with my single, best piece of advice…start early. It sounds so simple, but… Continue reading →

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Stocks & Basketball: March Madness loves an underdog

March Madness is upon us, and as our regular Ramparts readers know, we love looking for the underdog and spotting a potential upset. This reminds us of the 2010 Butler Bulldogs who had an incredible run in the NCAA tournament. As a number five seed, they made it to the finals only to lose in… Continue reading →

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