ReCAPs & Insight

Highland ReCAP

A Review of Capital Markets

November 2024

By Highland | December 5, 2024
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October 2024

By Highland | November 4, 2024
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September 2024

By Highland | October 1, 2024
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ReCAPs Archive

DC Insight

Cost of Living Adjustments 2025

By Rich Swanner, CPFA, QKA | November 14, 2024
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The Elusive 5%: Is It Making a Comeback?

By Kyle McNamara, CFA, CEBS | October 15, 2024
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Secure Act 2.0 Student Loan Match – Lightening the Student Debt Load to SECURE a Better Retirement

By Matt Foster | June 19, 2024
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DC Insight Archive

DB Insight

The Elusive 5%: Is It Making a Comeback?

By Kyle McNamara, CFA, CEBS | October 15, 2024
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Clients Ask: What Is a Yield Curve Dis-inversion?

By Mike Paolucci | October 1, 2024
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Buckle Up: A Wild Ride Part 2

By Mike Paolucci | August 27, 2024
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DB Insight Archive

Family Wealth Insight

Times Are Changing – Should You?

By Ryan Smeltzer | October 8, 2024
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How Did You Get There?

By Randy Fairfax, CFP | July 10, 2024
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Happy 5/29 Day!

By Cole Moench, CFA, CAIA | May 29, 2024
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Family Wealth Insight Archive

E & F Insight

Forecasting Equity Returns – What Can I Count On in 2024? Part Three: Smoke and Mirrors Day – A Celebration of Small Caps, Global Funds and Emerging Markets

By Mark Baker, CFA, ASA | May 1, 2024
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Forecasting Equity Returns – What Can I Count On in 2024? Part Two: What are the Pieces of the Pie? (And Is Your Pie Getting Smaller?)

By Mark Baker, CFA, ASA | April 2, 2024
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Forecasting Equity Returns – What Can I Count On in 2024? Part One: Normalized Distribution – Ring a Bell (Curve)?

By Mark Baker, CFA, ASA | March 20, 2024
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E & F Insight Archive