Resources

13F Spotlight on Pfizer Inc: Top Buyers and Top Sellers

Pfizer Inc. is an American multinational pharmaceutical and biotechnology corporation headquartered in New York City. It is one of the world's largest pharmaceutical companies by revenue and market capitalization. Pfizer develops and produces medicines and vaccines.

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Q2 2023: Stonebridge Capital Advisors Form 13F Disclosure

Stonebridge Capital Advisors is an SEC-registered investment advisory firm that was founded in 1997. The firm is headquartered in St. Paul, Minnesota, and has offices in Denver, Colorado, and Hendersonville, Tennessee.

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How to Research and Compare Fund Managers Webinar

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The Influence of Market Volatility on Investments

Market volatility is a perpetual factor in the investment landscape. It is the frequency and magnitude of changes in the price of a security, index, or market over a specified period. By learning to navigate this volatile terrain, investors can foster resilience and capitalize on the opportunities...
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Proven Strategies for Mitigating Investment Risks

Understanding the inherent uncertainties and perils in investing is critical. Effective risk management is instrumental in navigating these investment risks and achieving your financial goals. This blog post presents insights and proven strategies to mitigate these risks and optimize returns.
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What Are The Best Practices For Asset Allocation In Uncertain Times?

During uncertain times, it's essential to follow these asset allocation best practices: diversify your portfolio across different asset classes, consider your risk tolerance and time horizon, regularly rebalance to maintain desired allocations, focus on long-term goals rather than short-term market...

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What Is The Importance Of Economic Indicators In Investment Decisions?

Economic indicators play a crucial role in investment decisions. They provide insights into the overall health and direction of the economy, helping investors gauge risks and opportunities. Indicators like GDP growth, inflation rates, employment data, and consumer spending inform investment...

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How Does Geopolitical Risk Influence Investment Decisions?

Geopolitical risk influences investment decisions by creating uncertainty and potential disruptions to markets, economies, and business operations. Investors assess factors such as political stability, trade conflicts, regulatory changes, and security threats. Higher risk levels can lead to reduced...

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What Are The Tax Implications Of Investing In Mutual Funds?

Investing in mutual funds has tax implications. Capital gains from fund distributions are taxable, whether reinvested or received in cash. Short-term gains are taxed as regular income, while long-term gains receive preferential rates. Dividends and interest earned within the fund are also taxable....

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What Are The Best Risk Management Strategies For Investors?

Diversification, thorough research, and disciplined decision-making are key risk management strategies for investors. By spreading investments across different assets and industries, conducting due diligence, and adhering to a long-term plan, investors can mitigate risks. Additionally, setting...

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