Borglum Team
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Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
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Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
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Aoifinn Devitt – Chief Investment Officer Just when it seemed like inflation was firmly receding based on last week’s PCE price index data, oil looked poised to deliver a supply side shock – at least…
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Tim Side, CFA, Research Analyst With the March Federal Open Market Committee (FOMC) meeting behind us, the day of reckoning for the Federal Reserve is quickly approaching. In what was the least predictable FOMC meeting…
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Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest U.S. bank with more than $200 billion in assets. Depositors went into the weekend with…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long the Fed will raise rates and for how long they hold at the eventual terminal…
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Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week in a row and its largest weekly decline in over 10 weeks. The tripwire in…
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Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although it showed a seventh consecutive month of lower inflation than the previous month, it still…
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Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of positive economic indicators – so called hard data, is starting to edge out the soft…
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Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
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Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
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Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…
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Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
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Kevin Ward – Advisor Einstein is often credited—perhaps apocryphally—with identifying compound interest as the world’s eighth wonder. Benjamin Franklin was also famous for his comments on the power of money compounding: “Money makes money. And the…
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Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
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Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
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Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can help mitigate some of the unknowns—or at least better position yourself to…
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Kevin Ward, Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
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Kevin Ward, Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
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Kevin Ward, Advisor Private equity’s popularity has soared over the past couple of decades among institutional and qualified-high-net-worth investors—perhaps a response to mutual and exchange-traded funds’ massive rise in the 1980s and 1990s. But popularity…
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Kevin Ward, Advisor Real estate markets—particularly metropolitan markets like Chicago—can be challenging to navigate for home buyers (and sellers, for that matter—a topic for another day). Home prices in popular metro markets may only seem…
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Kevin Ward, Advisor For many, retirement increasingly represents a meaningful share of our lives—the benefit, partly, of the miracles of modern medicine which have extended our lifespans. But without a daily job to go to,…
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Kevin Ward, Advisor As life expectancies have extended and as wealth in many developed countries has grown exponentially over the last century-plus, retirement not only has increasingly become a reality for many, but it also…
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Kevin Ward, Advisor Retirement is a sprawling topic. The word alone can raise questions, emotions, and concerns—about how exactly your future will look, what life will entail as the day-to-day changes, how the financial situation…