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A Strong Start to the Year The first quarter feels as if it has been the mirror image of the […]

The lack of volatility in 2017 was nearly unprecedented. We witnessed 310 trading days without two consecutive daily pullbacks in […]

Adapted from an article originally written by: Samuel Chattopahyay, CFA The stock market has been tumbling lately with S&P 500 […]

Mark Chandik’s article “Double-Duty Dollars: Corporate Life Insurance and Long-Term Care” was recently published in the Southern California Contractors Association […]