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Knowledge powers informed decisions in any market environment.

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Featured Posts

The Benefits of Hedged Equity Investments

What Are Hedged Equity Investments? Hedged equity investments are financial strategies that blend...

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Market Insights

Market Update December 2024

Current Equity Exposure We employ two distinctive dynamic market exposure models in our strategies:...

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Private Wealth Management

How Your Financial Health Depends on Proper Insurance Coverage

When the world is uncertain, your financial health is closely tied to the insurance coverage you...

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Market Insights

Market Update November 2024

Current Equity Exposure A market barometer of our current U.S. and international equity outlook...

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Private Wealth Management

The Importance of Tax Efficiency in Investing

Understanding Tax Efficiency: The Key to Maximizing Returns Tax efficiency in investing refers to...

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Featured Posts NorthCoast President's Posts Market Insights

Achieving Gold: Parallels Between Olympians and Investors

President and CIO Patrick Jamin, CFA, FRM, reflects on the 2024 Summer Olympics in Paris, noting...

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