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Is 2023 the Year of “AI” (or Accelerated Investing)?

  Many travelers will hit the beaches this summer, while market watchers keep an eye on the horizon for the next big wave that may impact investment returns. This year, Artificial Intelligence (sometimes referred to as “AI”) technology has become a significant driver of total market returns...

2023 Could Be the Year to Welcome Back the 60/40 Portfolio

2023 Could Be the Year to Welcome Back the 60/40 Portfolio

  Bond yields are the highest they’ve been in 15 years, and stocks appear less expensive than before. The odds are now in favor of the balanced portfolio.   Last year was bruising for investors across the board. With the S&P 500 down 19%, the Nasdaq lower by 33% and the Bloomberg...