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  • Just The Facts
  • Impact/ESG/SRI Investing
  • Charitable Giving
  • Legal And Compliance

JUST THE FACTS

We recognize that there is a tremendous amount of information to process daily.  We strive to seek out factual and useful information for our clients to empower them to make sound investment decisions. 

Markets Tumble Friday, End Lower For 5th Straight Week

Live Updates: Latest Reports As War Begins Second Month

Live Updates: Latest Reports As War Begins Second Month

In a week that shifted between wins and losses, Friday's session ended up on the wrong side. The major indices all sank to yet another weekly loss as both the Dow and Nasdaq fell into correction territory.

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Live Updates: Latest Reports As War Begins Second Month

Live Updates: Latest Reports As War Begins Second Month

Live Updates: Latest Reports As War Begins Second Month

New developments in the war with Iran, both in the Middle East and back here at home, continue to come out rapidly. For the very latest news on the conflict, and the impacts, updates can be found here.

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War's Oil Shock Now Viewed As Unprecedented In History

Live Updates: Latest Reports As War Begins Second Month

War's Oil Shock Now Viewed As Unprecedented In History

War in the Middle East always sparks big concerns over the global oil supply. Past conflicts have caused shocks of all sizes, some big, some small, but now, analysts believe, this shock will surpass them all.

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War Worries Drag Sentiment Results To Three-Month Low

Still Ahead: War Watch Week Five, Jobs Data, Good Friday

War's Oil Shock Now Viewed As Unprecedented In History

Not surprisingly, U.S. consumers are not thrilled with the potential impacts of the war. The first sentiment survey compiled only after the war's start found optimism falling across every demographic group.

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Still Ahead: War Watch Week Five, Jobs Data, Good Friday

Still Ahead: War Watch Week Five, Jobs Data, Good Friday

Still Ahead: War Watch Week Five, Jobs Data, Good Friday

The war in the Middle East will of course, be the top story again this coming week. The markets will close up a day early for Good Friday, but the news will continue that day with the latest jobs report data. 

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Suspicious Trades Pop Up In Minutes Before Market Surge

Still Ahead: War Watch Week Five, Jobs Data, Good Friday

Still Ahead: War Watch Week Five, Jobs Data, Good Friday

Trading moves made Monday just before the President's positive news on the war would raise lots of eyebrows and one big question: was insider trading behind the suspect timing and the massive payoffs?

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