Despite a shaky July and early August, the major US indexes were able to work their way back up to their prior highs by mid-September – just in time for a highly anticipated announcement from the Federal Reserve.
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Vinoble Group is proud to announce that our colleague, Mark Dennie, has recently earned the Certified Financial Planner (CFP®) designation.
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If you own a business, or are a key decision-maker with your employer, here are some upcoming deadlines to keep in mind if you're thinking about starting a new workplace retirement plan or making changes to an existing plan.
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For some investors, the right concentrated position can end up being beneficial. As Warren Buffett quipped, “Diversification may preserve wealth, but concentration builds wealth.” This can be true, if you’ve chosen a particular concentration wisely, but as these investments grow there are common complications and/or risks that crop up -- particularly if you don’t happen to be Mr. Buffett.
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The market’s April showers led, almost poetically, to May flowers, as a mild correction through the first month of the second quarter gave way to a renewal of first quarter gains and propelled the market comfortably beyond its pre-2022 market highs. Now into early August, however, these lofty levels have given way to a quick selloff over the last couple weeks and may have you wondering where it will go from here.
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