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The Market Reaction to the Election and Expectations for the Economy
Reviews market moves and the potential economic impact of the new political agenda. Plus an update on the Quantitative Investment strategy returns.
The Size Advantage of Individual Investors versus Institutions
Analyzes 3 major advantages of individual investors compared to institutional investors.Also includes a performance update for the Long Term Income portfolio.
Extremely Low Interest Rates: Causes and Effects
Explains the economic factors driving down interest rates and inflation + the effects on the economy and financial markets.
Small Business Retirement Account Tax Strategies
Explains various retirement account pro’s and cons. Plus a performance review for the Short Term income strategy.
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