Daily Insights

Brent Vondera has written Daily Insights each day for nearly ten years. Brent reviews the prior day's market activity and provides detailed analysis and opinions about the current economic data releases. Daily Insights arrives in your mailbox hours before the market open each day.

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Dave Ott's Due Diligence

Dave Ott's Due Diligence contains articles spanning the investment spectrum including stocks, bonds and alternative investments.  Special features include a Spotlight Stock that highlights one of the stocks on our Approved List that helps explain how we analyze companies for investment.  Other features include a Behavioral Finance series and an Investing 101 series.

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Fixed Income Update
Cliff Reynolds provides an in depth look into the current bond market environment with analysis and opinions about current trends. In addition, he writes educational pieces aimed at explaining the important role of fixed income as part of a balanced portfolio.

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Market Minute
Peter Lazaroff's weekly newsletter covers a broad range of topics from monthly market recaps and monetary policy to educational pieces and advice for investors.  This newsletter's straight-forward, plain-english style makes Market Minute the perfect newsletter for both financial novices and experts.

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Portfolio Insights

Our original and flagship newsletter, Portfolio Insights provides our commentary and outlook for the economy, stock and bond markets every quarter.

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transitionABLE^SM

transitionABLE^SM is focused on business owners, providing timely insight on how they can meet their long-term personal and financial goals by ensuring that your business is ready to be successfully transitioned, whether it is to family members, strategic partners or financial investors.  Each quarter, we include articles from a team of experts to guide you through the business transition process.

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