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What We’re Reading This Summer
July 22, 2025
With summer in full swing, our team is working its way through our summer reading list. If you need recommendations, you’ve come to the right place.
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KEEPING PERSPECTIVE IN UNCERTAIN TIMES
The causes of each cycle and the depth and duration of the decline vary, but down markets and ensuing recoveries have been happening since before

Ready Position
In the first quarter of 2019, recession fears quickly surrendered to optimism when, in late January, the Federal Reserve announced they would hold off on

TOO MUCH OF A GOOD THING
Many investors see portfolio diversification as an almost magical strategy that reduces risk and ensures solid returns, but actually harmful in extreme doses.