Posts

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5 Key Insights to Guide Investors in 2023

A little less than 3 years ago, I sat down and wrote “Today’s Marathon: What a Marathon Taught me about a Pandemic”. We were deep into COVID fears and far from seeing the end of what we knew would be an exceptionally difficult journey.…
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Thoughts in Charts: How the Outlook for Bonds Differs in 2023

The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios. This is because, until 2021, inflation had been steadily falling for 40 years, pushing interest rates lower…

Financial Wellness for Gen X and Millennials – It’s About More than Investments

Part 1: Car Insurance I’ve noticed a few recurring themes from financial plans this past year. They have nothing to do with investments, but they are in many ways, so much more important. It turns out, there are a few items in your financial…

Mark-up Disclosure for Bonds: It’s About Time

I’ve spent the better part of a decade trying to explain to investors that bond purchases are not free. But that’s a difficult task when the costs are hidden from investors. This will change in May 2018, when the SEC’s new bond mark-up…
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Blair duQuesnay One of FA Magazine's 10 Young Advisors to Watch

ThirtyNorth CIO Blair duQuesnay was recently named one of FA Magazine's 10 Young Advisors to Watch. The article states: "Still in her 30s, Blair DuQuesnay has carved out a role as thought leader in her CIO and partner role at New Orleans’…
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It's Smart to Use Common Sense

Just as you wonder when the bad news cycle or political campaign season will ever end, something is announced which encourages you to think positively about the future. Recent business news included the release of Commonsense Principles of…