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Market Insights NorthCoast President's Posts Featured Posts

Why Staying in Sync Matters When Markets Get Choppy

When the water is calm and everything’s going according to plan, every boat looks fast. Every investor looks smart. But when the winds pick up—whether it’s driven by politics, interest rates, or the latest macro scare—the boats that win aren’t the ones that panic or row harder. They’re the ones that stay in sync, stay disciplined, and trust the guidance of their coxswain.

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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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Research Whitepapers

Concentrated Stock Quarterly Update Q1 2023

Major equity indexes ended the month of March higher: the S&P 500 and the Dow gained 3.7% and 2.1%,...

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Research Whitepapers

Concentrated Stock Quarterly Update Q2 2024

During December, inflation and monetary policy continued to be the key macro factors driving asset...

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