Friday, September 1, 2023
Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of...
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Tuesday, August 1, 2023
Women and Financial StrategiesWomen who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability...
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Thursday, June 1, 2023
Helpful Retirement Strategies for WomenPreparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning...
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Monday, May 1, 2023
Pullbacks, Corrections, and Bear Markets When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that...
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Wednesday, December 28, 2022
Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...
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Thursday, December 15, 2022
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...
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Thursday, December 1, 2022
Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...
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Thursday, December 1, 2022
You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...
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Wednesday, November 30, 2022
Does fee-based advising make sense? At the end of the day, I believe it boils down to philosophy. Many advisors, like myself, have decided that a business model that requires transparency and trust is just the right thing to do.It...
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Tuesday, November 15, 2022
Did you know September was National Preparedness Month? This event promoted by FEMA guides Americans in ensuring their families and communities are ready in case of natural disasters or other emergencies.But did you also know that the...
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Tuesday, November 1, 2022
You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...
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Tuesday, October 11, 2022
Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...
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Tuesday, October 4, 2022
Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this...
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