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Banking Turmoil – White Paper
The asset side (loans specifically) of bank balance sheets are in great shape. Very few loans are in default. We believe regulators are taking a pro-active, market-based solutions approach towards the bank deposit issues.

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Carlson Quarterly – White Paper
Everyone loves a fresh start and after a nasty 2022, markets got off to a strong start in the first quarter of 2023 in the face of investor concerns around recession and inflation risks.

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Cash Management Matters — White Paper
Ever since the Federal Reserve first raised the federal funds rate in March 2022, “cash management matters again” for individuals.

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Dividends Matter — White Paper
Total return is an important metric of equity performance that investors often overlook. The total return of an equity investment is a combination of its capital appreciation or depreciation and the dividend received.

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Why All Cap Equity? — White Paper
An All Cap Equity Strategy provides core equity exposure in a simple and straightforward portfolio.
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