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…
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Today's Marathon: What a Marathon Taught me about a Pandemic

It’s been over 10 years since I ran the Chicago Marathon, but I vividly remember mile-marker 13. Because of the feeling in that exact moment, I’ve run almost a dozen half-marathons, but never another marathon. I wasn’t close enough…
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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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DOL Fiduciary Rule

On April 6th, the U.S. Department of Labor (DOL) issued its final rule on the fiduciary standard for retirement accounts. The rule stipulates that brokers cannot give conflicted investment advice to consumers in 401k, IRA, or other qualified…
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Financial Advice - It's Not Only Cost, but Quality

  There have been countless articles written on the cost of financial advice in recent years.  Every time I pick up a Wall Street Journal or a popular personal finance column there's a story about fees. They are right to criticize. …