CogniCor, Purveyor Of AI To Advisory Firms, Integrates Personalization Engine

Published on October 25, 2024

The company's proprietary insights engine has been added to its Wealth Co-Pilot to help deliver personalized advice.

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Market Moves: The Long-term Impact of Earnings Announcements

October 25, 2024
Very recently there have been several earnings reports coming out. Earnings reports can often have a short-term impact on the price of the stock, especially in the short run. One of the sectors that has really been hit hard recently has been the health care sector, specifically Elevance and United Health Care had earnings announcements and they were somewhat negative.

Navigating the Tight Policy, Loose Liquidity Paradox

October 25, 2024
The Federal Reserve's dual mandate is to maintain stable inflation and maximize employment. The Fed manages liquidity through its policy tools, but it's crucial to remember that the Fed is just one source of liquidity among several. In this quick insight, Dan Suzuki examines why tight Fed policy doesn't always equate to tight liquidity and looks into the historical data on Fed cuts.