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12-22-25 When Fed Narratives Meet Market Data

Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Ro…

3 months, 1 week ago

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12-22-25 Too Soon for Santa? | Before the Bell

Markets are doing what they often do this time of year—attempting to stabilize and rally amid choppy trading. While some are already declaring that t…

3 months, 1 week ago

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12-19-25 What Great Financial Planning Looks Like

What should a great financial planning experience actually look like? For many investors, "financial planning" is reduced to product selection, perfo…

3 months, 1 week ago

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12-18-25 Is the 60/40 Portfolio Dead? Global Risks & Opportunities

For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing. Lance Roberts and Michael Lebowitz examine the grow…

3 months, 1 week ago

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12-18-25 Markets Oversold After Key Support Break | Before the Bell

Markets broke below both the 20- and 50-day moving averages, triggering a short-term MACD sell signal and raising concerns about near-term weakness. …

3 months, 1 week ago

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12-17-25 Q&A Wednesday: Live Market Questions & Investor Insights

Today's Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Ro…

3 months, 2 weeks ago

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12-17-25 Markets Consolidate After 50-DMA Test | Before the Bell

Markets briefly retested the 50-day moving average before rebounding toward break-even, remaining locked in a broader consolidation range. While sell…

3 months, 2 weeks ago

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12-15-25 Santa Rally Setup | Before the Bell

Markets finished last week slightly lower but held critical support at the 20- and 50-day moving averages. As we enter the final two weeks of Decembe…

3 months, 2 weeks ago

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12-12-25 Facing Your Financial Ghosts

Everyone has financial ghosts—old decisions, forgotten expenses, or long-ignored habits that creep back into the present and shape our financial live…

3 months, 2 weeks ago

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12-11-25 Bifurcated Fed Cuts Rates: What's Next?

The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, th…

3 months, 2 weeks ago

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