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Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing

Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing Doug Kinsey, CFP®, CIMA®
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What's Going On With The Banks?

What’s Going On With The Banks? We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on ...
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Monthly Economic Update

Market Month: February 2023
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AFG Stock Portfolio Model Updates

  • Doug Kinsey
  • 17.02.2023
  • stocks
Model investment portfolio updates from Artifex Financial Group Artifex Financial Group is committed to providing our clients with the best possible investment ...
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AI - Hype or Reality?

Is AI the flavor of the month, or does it have staying power? Everyone's talking about artificial intelligence (AI) these days. It's the flavor of the month in the world ...
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January Market Update

In this month’s recap: Investors were in a buying mood thanks to moderating inflation, a better-than-feared earnings season, and healthy economic data.
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Merry Christmas!

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Chag Hanukkah sameach!

To all who celebrate, warm wishes to you and your families. May you experience peace, love, and light this holiday season.
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Happy Thanksgiving!

Wishing you all a Thanksgiving filled with blessings and joy! -Your team at Artifex Financial Group
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Third Quarter Market Commentary

Third Quarter Market Commentary October 6, 2022
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L'Shana Tovah!

L'Shana Tovah tikatevu!
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Eight Ways to Enhance the Value of Your Business

New article by Doug Kinsey published in Columbus Business First Leadership Trust I recently wrote an article specifically for business owners for Columbus Business ...
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Happy Labor Day!

From all of us at Artifex Financial Group, we wish you a restful and enjoyable Labor Day weekend!
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A Different Kind of Fourth of July Story

From all of us at Artifex Financial Group, we wish you an enjoyable and meaningful Independence Day weekend. Here's something that I found in my inbox this morning that ...
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What's Your Personal Inflation Rate?

Kiplinger Personal Finance just published my latest article, entitled "What Is Your Personal Inflation Rate?"
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Tax Saving Tips Newsletter June 2022

We've published our latest Tax-Saving Tips Newsletter for June 2022. In this issue, we'll discuss the following topics:
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April Market Commentary

April Market Commentary May 5, 2022 Global equity markets extended 2022’s persistent declines in April. Sharp losses were posted by most benchmarks, with the sole ...
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Economic Update - April 2022 - Inflation

Inflation April 19, 2022 Equity prices moved generally lower over the first two weeks of April. Performance has varied widely, with domestic large caps and industrial ...
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Happy Easter!

  • Doug Kinsey
  • 17.04.2022
  • easter
Happy Easter!
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Happy Passover!

Happy Passover 5782!
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Announcing some team achievements!

We're happy to announce some individual accomplishments of our team members!
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First Quarter 2022 Market Commentary

First Quarter Market Commentary April 7, 2022 Equities gave ground worldwide during the first quarter. March performance was mostly positive but could not overcome ...
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Will Inflation Derail Your Retirement Plan?

Hot off the press! Kiplinger.com just published a new article I wrote that addresses the significance of increased U.S. inflation and the impact it may have on your ...
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Artifex Mid-Month Economic Update - March 2022

Slowdown Looming?
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Thoughts on The Crisis in Ukraine

  • Doug Kinsey
  • 28.02.2022
It's been quite a week. And, it's been quite a couple of years. Certainly, we've all had a lot to comprehend about the state of the world, with the pandemic beginning in ...
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2022 Outlook Report from Goldman Sachs

Goldman Sachs Consumer & Wealth Management has published its 2022 Outlook Report. You can get your exclusive copy here:
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2022 Global Market Outlook

2022 Global Market Outlook January 19, 2022 Executive Summary The global economy faces several potential landmines this year. After three years of strong performance ...
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Inflation and Interest Rates

Inflation and Interest Rates December 20, 2021 “History doesn’t repeat itself, but it often rhymes”- Mark Twain Since the end of November, volatility in equity markets ...
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Merry Christmas and Happy New Year!

Best wishes for a joyous Christmas and the very best New Year!
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Can Working With Us Increase Your Happiness?

People with Financial Advisors Are Happier Than Those Without: A New Report from Herbers & Co.
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Omicron and the markets

Omicron and The Markets Since last Friday, the emergence of the Omicron strain of the Covid virus has had an impact on the markets. As has been the case since the ...
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Happy Hanukkah!

Wishing you a very happy Hanukkah! May your candles burn bright this season!
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Happy Thanksgiving!

Wishing you and yours a wonderful Thanksgiving holiday!
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We're in the news!

We're in the news! Doug Kinsey was recently interviewed by Dennis Bova of the Dayton Daily News for an article about retirement financial considerations that was ...
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Estate Planning Horror Stories

Estate Planning Horror Stories: 5 Nightmare Scenarios That Will Scare You Into Action This is a re-posting of a blog published by our friends at Vanilla, an estate ...
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Economic & Markets Update

Earnings Season October 18, 2021 Equity prices at home and abroad have traded higher since the end of a disappointing September. US stocks are nearing the top of the ...
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A New Covid-19 Resource for You

A New Covid-19 Resource For You Yesterday, Channel 2 News in Dayton published an article regarding a new Covid-19 resource that was created by the microCovid Project, ...
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Mutual Funds Update - Cost Reduction

Mutual Funds Update - Acting as Your Fiduciary Advisors One of our duties as your fiduciary advisors is to improve on mutual fund expenses wherever possible. To that ...
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Artifex August 2021 Market Commentary

August Market Commentary September 8, 2021 Global equity prices were widely mixed in August. In broad terms, large-capitalization growth stocks continued their year-long ...
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A Significant Hurdle for ESG Investors

  • Doug Kinsey
  • 11.08.2021
  • ESG
The Corporate Monarchy I've recently been doing some overall research on our ESG portfolios, and have spent some time in one of our evaluation tools, YourStake.org, ...
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Artifex Tax Tips Newsletter July 2021

  • Antowoine Winters, CFP®, EA
  • 02.08.2021
  • Taxes
Our latest issue of Tax-Saving Tips is here.
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Happy Independence Day!

Happy Independence Day Everyone!
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Confusion in Washington?

Confusion in Washington? June 29, 2021 Equity market volatility returned in the second half of June. Benchmarks experienced several steep selloffs and recoveries during ...
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Social Security Scam Alert

Social Security Scam Alert I just received a suspicious call from a local number to my mobile phone. I suspected it was fraud, so immediately checked the Social Security ...
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Retirement In Sight - May 2021

Monthly News and Information for Current and Future Retirees Presented by Artifex Financial Group - May 2021
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Quietly Firm - April 2021 Market Commentary

Quietly Firm April 29, 2021 Strong first quarter earnings and gathering momentum in the global economy are helping world equity prices extend their advance. Most ...
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Retirement In Sight - April 2021

Monthly News and Information for Current and Future Retirees Presented by Artifex Financial Group - APRIL 2021
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Crypto Mania...Or Is It?

One of the big news stories over the last few weeks has been the much-anticipated debut of Coinbase, a cryptocurrency exchange website that allows investors to research, ...
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Could You Land It Like Sully?

Could Your Land it Like Sully? On Wednesday, Lex Browning and I made it out to the golf course for one of the first rounds of the year for both of us. During the round, ...
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Mid-March Market Commentary

Punching Higher
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February Market Commentary

  • Byron Sanders
  • 09.03.2021
February Market Commentary
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January Market Commentary

January Market Commentary
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2021 Outlook Report from Goldman Sachs

Goldman Sachs Consumer & Wealth Management has published their 2021 Outlook Report. You can get your exclusive copy here:
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Artifex 4th Quarter 2020 Economic Commentary

Fourth Quarter Market Commentary January 7, 2021 December capped a strong 2020 fourth quarter performance by both domestic and global equities. At the close of business ...
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A Call For Help, by Prof. Scott Galloway

A Call for Help by Scott Galloway This came into my inbox earlier today, and I'm sharing it with you as I think it merits reading. It's a post by Scott Galloway, ...
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Artifex Economic Commentary Dec. 16, 2020

Consolidation December 16, 2020 Since the end of November, world equity prices have trended moderately higher. Several leading, broad based equity indexes in the US have ...
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November Market Commentary

December 7, 2020 Equity prices soared in November. In fact, before a final trading day downdraft, US markets were on track for their best November since 1928. ...
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Happy Thanksgiving!

Happy Thanksgiving to You! We hope you are able to celebrate in some manner with your loved ones this year, either via a virtual get-together or safely in-person. As I ...
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Flash Market Update November 9, 2020

  • Byron Sanders
  • 09.11.2020
  • USA
November 9, 2020 Pfizer Corp. (NYSE‐PFE) announced early this morning that its Covid‐19 vaccine human trials have been 90% effective overcoming the virus in infected ...
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Covid Redux

November 02, 2020 Covid Redux Back and forth action earlier this month gave way to a steady downtrend over the last two weeks, culminating, so far, in a roughly 3% ...
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Political Parties and Stock Markets Since 1900

  • Doug Kinsey
  • 28.10.2020
  • stocks
Political Parties and Stock Markets since 1900 Should stock market investors hope for a unified or a divided Washington? Does the party occupying the White House affect ...
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Artifex Mid-October Market Update

Progress October 19, 2020 Global equity prices continued mostly higher over the past two weeks, building on strong third quarter gains. In the US, broad benchmark ...
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Tax Saving Tips October 2020

  • Antowoine Winters, CFP®, EA
  • 14.10.2020
  • Taxes
Tax Saving Tips October 2020 In this edition: The Latest on Payroll Tax Deferral Using Whole or Partial Rooms for Your Home Office Don't Let the IRS Set Your S ...
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Updated AFG Equity Portfolio Fact Sheets

Updated Fact Sheets for our internally-managed proprietary portfolios I just updated our proprietary equity models for Artifex Financial Group. It's somewhat encouraging ...
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The Many Ways of Getting Screwed by Non-Fiduciary "Financial Planners"

The Many Ways of Getting Screwed by Non-Fiduciary "Financial Planners" I don't really read too many of the industry trade journals that come across my desk on a weekly ...
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Read Doug Kinsey's latest article for Kiplinger Personal Finance

A New Article Published by Kiplinger.com
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Artifex August Market Commentary

September 8, 2020 August is traditionally quiet on Wall Street. Congress is in recess and many US families are on vacation. The pace of trading in the equity markets ...
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Happy Labor Day, 2020!

A look at some of the worst jobs in the world through the ages
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Getting RIF'd Off

RIF You! So you’ve been RIF’d, now what? For those who’ve received a Reduction in Force notice, few things hold more uncertainty or fear for them. You’ve been told your ...
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Artifex August Economic Update - Optimism Spreading

Optimism Spreading One by one, broad based US equity indexes are reaching new all-time highs, almost like dominoes falling. In the last two weeks, the S&P 500 and ...
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Let's Talk Gold.

  • Doug Kinsey
  • 11.08.2020
Gold is at an all-time high. Watch this short video from our partners at Goldman Sachs to learn more about how it relates to inflation and the stock market.
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Artifex July Monthly Market Commentary

August 6, 2020 July extended a run of positive monthly returns since the end of the first quarter. A strong first half was followed by uneven performance during the late ...
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Rally Extending

July 16, 2020 Equity prices in the US have worked significantly higher over the first half of July. Volatility has increased a notch as successive days feature optimism ...
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Lockdown Redux?

June 29, 2020 First of all, we wish all of you an enjoyable and relaxing Independence Day weekend! Although it will certainly be a bit different from year's past, the ...
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Our Latest Whitepaper - Surviving the Pandemic

Surviving the Pandemic - A Guide to Confident Financial Decisions
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Artifex Flash Market Update June 12, 2020

Flash Market Update Federal Reserve Chairman J. Powell served markets a dose of reality in Congressional testimony Wednesday afternoon. A reminder of the stark short ...
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Welcome, Kaitlynn Muhlenkamp!

Welcome, Kaitlynn Muhlenkamp!
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Self-Employed PPP Forgiveness

When you are self-employed with no employees, the payroll protection program (PPP) program is a COVID-19 gift designed to help you get through this pandemic. If you now ...
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How to Beat 3 Common Investor Mistakes

In this video, Doug Kinsey talks about three of the most common behavioral mistakes investors make and how to avoid them.
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The Road to Recovery

The Road to Recovery - May 2020 Market Commentary June 4, 2020 The April global equity rally continued through May, extending the strong gains registered since the ...
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Fiduciary vs. Non-Fiduciary Advisors - 6 Ways to Know the Difference

Fiduciary vs. Non-Fiduciary Advisors During initial conversations with new clients, we are often asked what sets us apart from other advisory firms. Among other ...
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Breakout

May 29, 2020 Equities in the US emerged from an early May holding pattern with a strong upside move over the past two weeks. Various news items have been given credit ...
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Artifex Market Update - Reopening

Reopening May 18, 2020 Global equity markets moved irregularly but moderately higher during the first half of May. Rallies and declines have hinged on momentary bits of ...
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I'm graduating from Harvard, and you're invited!

Friends and clients, you're Invited! As some of you may know by now, in my "spare" time, I've been working on a Masters of Liberal Arts Degree in Management at Harvard ...
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Artifex April 2020 Market Commentary

May 7, 2020 April provided relief for beleaguered investment portfolios, perhaps far more than would have been expected in the wake of the six-week decline that ended in ...
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Whatever it Takes

Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me, it will be enough. Wait, did Fed Chief Jerome Powell really say that? No ...
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Rebirth of Optimism?

April 28, 2020 US equity prices have continued to claw back great chunks of their losses since the March lows. The S&P 500 has gained roughly 4.25% from April 15 ...
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Covid-19 Tax Guidance for Business Owners

If you are in business for yourself—say, as a corporation or self-employed—payroll taxes and self-employment taxes are likely two of your biggest tax burdens. Here’s ...
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Artifex Economic & Market Commentary April 15, 2020

Rally Domestic equity prices have staged a spectacular rally from their March 23rd lows. In the past two weeks the Dow Jones Total Market Index has risen roughly 10% and ...
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Easter Blessings

  • Doug Kinsey
  • 12.04.2020
  • easter
Wishing you all a healthy and joyful Easter! Although this year is not a typical celebration, we hope you are able to spend some time with the loved ones in your life, ...
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Additional Resources for Small Businesses from Goldman Sachs

I received an email today from our Goldman Sachs regional director regarding resources they have posted for businesses with regards to the various programs available to ...
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Artifex First Quarter 2020 Commentary

First Quarter Market Commentary April 6, 2020 On February 19, 2020, the S&P 500 recorded its highest ever close at just over 3386, up 4.8% for the year. 2020 was off ...
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Flash Update for Business Owners & Managers

One of our friends and business resources, John Mirlisena, of Mirlisena Capital Advisors, is presenting a webinar today at 5PM to review the CARES Act's SBA loan ...
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Wartime

March 30, 2020 President Trump has effectively become a wartime President. The rapid appearance of numerous Coronavirus hotspots across the nation has thrust Mr. Trump, ...
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Coronavirus Survival Guide for Businesses

One of our business partners, BizEquity, sent this informative guide to me last weekend, and I wanted to get it to our clients. In addition to a crisis update, there are ...
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7 Key Ideas and Charts

7 Key Ideas and Charts For Perspective During This Volatile Time
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Defensive Perimeter

March 12, 2020 President Trump’s address to the nation Wednesday evening was somber and determined. While it evidenced a commitment to ensure the safety of US, the ...
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COVID19 resources

As you probably know, there is a profusion of misinformation out there on social media about the coronavirus outbreak. It is so widespread that it's being dubbed an ...
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Lessons Learned

Today, I am starting a blog post entitled "Lessons Learned" where I will attempt to impart some thoughts and accumulated knowledge (I'd say wisdom, but that sounds a bit ...
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Artifex February 2020 Commentary

February Market Commentary March 4, 2020 February featured juxtaposed extremes of equity and bond market performance. In the first half of the month, several broad based ...
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Artifex Financial Group Market Update

February 28, 2020 Markets are attempting to quantify and discount the impact of widespread quarantines and resulting contractions of economic activity, especially in ...
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Artifex February Market Update

Rally February 17, 2020 Domestic equity prices have staged a powerful upsurge since the end of January. Fueled by strong fourth quarter 2019 earnings reports and ...
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Words of Inspiration from Clayton Christensen

If you do nothing else this weekend, take 20 minutes to watch this inspirational TedX Boston talk from Clayton Christensen, one of the legends of business and education. ...
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Artifex 2020 Outlook

2020 Global Market Outlook January 14, 2020 Executive Summary Investors were delivered exceptionally strong returns last year and judging by the equity markets’ ...
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Flash Market Update US-Iran Developments

  • Byron Sanders
  • 07.01.2020
  • USA
January 7, 2020 Overnight January 2-3, a targeted US airstrike killed one of the world’s most notorious terrorists. Quaseem Soleimani was head of the Iranian Quds force, ...
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IRS Issues New Cryptocurrency Guidance

The IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold cryptocurrency and didn’t report it on your tax return.
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Good-Bye 2019!

December 30, 2019 The December global equity rally has continued almost unabated over the past two weeks. Credit markets have been remarkably stable since September’s ...
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