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Cruisin’
July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.
Evolution of a Financial Enthusiast
July 28, 2024 | Amid the busy news cycle, we like to sit back, zoom out, and talk markets. So, today, we're sharing our interview with our very own Shawn O’Malley, who discusses markets, investing, and learning from the very best in the business.
The Tables Have Turned
July 26, 2024 | The extraordinary, “once-in-a-generation” job market that Americans have enjoyed — particularly 2020, 2021, and 2022 — has officially come to a close.
Billions Forgone
July 24, 2024 | Workers are missing out on big investment gains by inadvertently leaving their retirement savings in cash after switching jobs.
Bare Shelves
July 22, 2024 | Low interest rates have traditionally been widely viewed as beneficial for stocks — just ask small-cap fund managers lately. But their impact on the stock market is more complex.
Unreasonable Hospitality
July 21, 2024 | Will Guidara has redefined the meaning of hospitality. His approach, which he calls "unreasonable hospitality," goes beyond the expected service norms to create unforgettable experiences that resonate with guests long after their meal ends.
America’s Borrowing Binge
July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.
From Zero to Billions
July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.
The Little Guys
July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.
The Abominable No Man
November 24, 2024 | It’s hard to believe, but this week marks one year since Charlie Munger’s death. Did you know Warren Buffett playfully referred to Munger as “The Abominable No-Man” because Munger so frequently turned down potential investments?
Dancing in the Street
November 22, 2024 | For all of the talk about tech, AI, and the Magnificent 7, did you know that the U.S. Financial sector has outperformed Technology this year?
Gold Mine
November 20, 2024 | There’s no doubt we live in an era of digital payments. You can tap your phone at virtually any check-out counter to pay. Yet paper checks are hanging in there in the U.S. — and criminals are exploiting the vulnerability efficiently.
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