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Bridging the Gap

Between industry news and personal experience.

The AI Economy (Part 5) - What AI Means for Long-Term Investors Thumbnail

The AI Economy (Part 5) - What AI Means for Long-Term Investors

Artificial intelligence could become one of the most important technological developments of our generation. But that doesn't mean every AI company will succeed or every AI investment will be profitable. The final article in our series looks at what AI means for long-term investors and why diversification, valuation, time horizon, and perspective still matter.

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Is Your Employer Life Insurance Policy Enough? 5 Questions to Ask Thumbnail

Is Your Employer Life Insurance Policy Enough? 5 Questions to Ask

September is Life Insurance Awareness Month (LIAM), making it an opportune time to look beyond the simple question of whether you have life insurance and ask a more important one: Is the coverage you have actually enough? For many people, life insurance through work is a valuable benefit. But employer-sponsored coverage is often only one piece of a broader financial-protection plan.

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The September Effect: What Investors Should Know Thumbnail

The September Effect: What Investors Should Know

September has historically been the weakest month for the S&P 500. Should investors be concerned? We take a closer look at the “September Effect,” what the historical data tells us, and why long-term investors may want to think beyond the calendar.

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