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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If thats your personality, could you see yourself retiring?

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Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

Global Newswire by Notified: M&A

The firm’s high-touch, relationship-driven approach aligns with Arax’s philosophy of empowering advisory firms to remain client-focused, while providing the infrastructure, scale and resources needed to enhance the client experience and free up more time for what matters most: deepening relationships and delivering exceptional advice.

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A bank stock climbing out of a two-decade-long hole has further to run, according to the charts

CNBC: Investing

In February, EUFN was able to decisively clear its 2011, 2014, and 2018 highs in a bullish secular shift. This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. You should consult appropriate advisors concerning such matters.