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4 steps to attainable financial goals

Imagine you're planning a family vacation. Your spouse wants to drive, while you want to book a flight. If you're planning a trip to the campground near your house, it would be ridiculous to fly. If you're planning a trip to Europe, driving is out of the question. Your...

source: By David B. Mandell, JD, MBA, and Carole Foos, CPA
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Inflation has been a hot topic for months and likely will be well into 2022. Its impact is immense; with inflation at its highest level in 40 years and interest rates rising, consumer sentiment is falling. As we come to grips with rising costs for goods and services, it's...

source: Kiplinger

What can the larger investment community learn from how asset owners are thinking about and building their multi-generational, long-horizon portfolios? At last month’s Alpha Summit GLOBAL by CFA Institute, Jaap van Dam,...

source: Enterprising Investor

Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot: Companies can distribute anywhere from 0% to 100% of their profits to investors as dividends or share buybacks, while the remaining 100% to 0% can be reinvested...

source: Enterprising Investor

In the wake of Russia’s attack on Ukraine, the risks of nuclear conflict have become clearer both inside and outside the world of finance. Yet many market watchers have simply thrown up their hands under the mistaken assumption that when it comes to nuclear weapons,...

source: City A.M.

With just one Black-owned bank left in town, BetaBank will be a welcome addition if it's approved and capitalized. But founder Seke Ballard seeks to create a lender focused on small businesses of all demographics.

source: Crain's Chicago Business

July 27, 2022 4:00 PM - 6:30 PM University Club of Chicago Insurance companies comprise a large portion of global invested assets. CFA Society Chicago invites you to join us for a discussion on insurance asset management where our panel will discuss trends within the industry...

source: CFA Society Chicago


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