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Trusted Insights

Explore our capital markets insights, macroeconomic commentaries, research papers, videos, podcasts and other educational resources to keep you informed and prepared.

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Research

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Research | Jan. 30, 2023
2023 Financial Planning Guide
Research | Jan. 26, 2023
Webcast: Secure 2.0 Act – Key Provisions and Actionable Takeaways
Research | Jan. 12, 2023
Webcast: 2023 Essential Economic Update

Blog

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Blog | Jan. 30, 2023
The Debt Ceiling Distraction – A Manufactured Crisis
Blog | Jan. 06, 2023
SECURE 2.0 Act Paves the Way for Big Changes
Blog | Dec. 19, 2022
FTX – Lessons Learned from a Lack of Due Diligence

Podcasts

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PODCAST | Episode 56 | Jan 04, 2023
Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long

2022 was a challenging year for investors, primarily due to high volatility, severe market drawdowns, and increased Fed intervention. But what should investors consider moving forward in 2023 and beyond? Find out in this episode, as Bob DiMeo and Devon Francis speak with Brad Long,… Read More

PODCAST | Episode 55 | Dec 21, 2022
A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion and Belonging with Karen Paulson

Being part of a diverse organization does not guarantee everyone feels valued and welcome. It’s crucial to simultaneously and intentionally focus on equity, inclusion and belonging. Moreover, DEIB is not only the right thing to do, but research shows it can also produce better outcomes.… Read More

PODCAST | Episode 54 | Dec 07, 2022
Four Action Items To Combat Market Volatility and Uncertainty

The traditional 60/40 stock/bond portfolio is on pace for its worst performance in 80 years and Treasury bonds might register their worst performance in 200 years! Investor anxiety seems to be rising in lock-step with interest rates. All this contributes to a high level of… Read More

PODCAST | Episode 53 | Oct 26, 2022
The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry

High-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. In this episode, Bob DiMeo and Devon Francis speak with Jeffery Perry, founder & CEO of Lead Mandates LLC. They discuss the major drivers of success for high-performing organizations (especially nonprofits). You… Read More

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