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Advisor TalkingPoints: Prepare for client interactions with our monthly review, which includes November’s bond and stock rally, the Fed and rates, and a broader market advance.
ChartTalk: Megacap companies focused on tech went on a tear this year. How much of a tear? The “Magnificent Seven” now make up more than a quarter of the S&P 500. Take a look at who they are and how they stack up.
ChartTalk: Like the markets, investor sentiment goes up and down. Can investor sentiment be used to predict the markets? Here’s a look at how sentiment and market performance have lined up over 30 years.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025