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Weekly Market Commentary 3/8/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > March 8, 2021Our Mission Is To Create And Preserve Client Wealth Neanderthal DNA may make people more – or less – susceptible to COVID-19,...
Weekly Market Commentary 3/1/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > March 1, 2021Our Mission Is To Create And Preserve Client Wealth Students of financial markets may have noted a historically unusual event...
Market Commentary February 22, 2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio February 22, 2020Our Mission Is To Create And Preserve Client Wealth It’s a contrarian’s dream come true. Contrarian investors like to buck the...
Weekly Market Commentary 2/8/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > February 8, 2020Our Mission Is To Create And Preserve Client Wealth It’s not a black diamond ski run yet, but the yield curve for U.S....
Weekly Market Commentary February 1, 2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 1, 2021Our Mission Is To Create And Preserve Client Wealth They say people watching the same event often see different things. That...
Weekly Market Commentary 01/19/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 19, 2021Our Mission Is To Create And Preserve Client Wealth Investors were rocked by economic data showing the economy hit the...
Weekly Market Commentary 12/28/2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 28, 2020Our Mission Is To Create And Preserve Client Wealth U.S. stock markets remained calm as a fresh chapter opened in the...
Market Commentary November 23, 2020
Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are...
Weekly Market Commentary 11/16/2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 16, 2020Our Mission Is To Create And Preserve Client Wealth Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on...
Market Commentary 11/9/2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 9, 2020Our Mission Is To Create And Preserve Client Wealth It’s said markets hate uncertainty, but that wasn’t the case last...
Stock Market Commentary November 2, 2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 2, 2020Our Mission Is To Create And Preserve Client Wealth Last week, financial markets and economic data told very different...
Market Commentary 10/19/2020
October 19, 2020Our Mission Is To Create And Preserve Client Wealth How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > It was a turbulent week for investors. Waves of positive and negative...
Weekly Market Commentary 10/12/2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > October 12, 2020Our Mission Is To Create And Preserve Client Wealth Yes. No. Maybe?Markets were sharply focused on the status of stimulus...
Questions To Ask A Financial Advisor
The recent volatility in the stock market has again become a wake up call to many investors.
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Advised Brokerage Accounts Are Better Diversified, Reports Schwab
The report highlights the benefits of working with an advisor. In general, participants who had professional help were more diversified across all of their holdings
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Where is Your Best Place to Retire?
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire.
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Documenting Your Possessions in Case of Disaster
It’s better to protect yourself now and document your possessions rather than trying to do it after something has happened. A home inventory will give you an accurate recording of your assets for insurance purposes and give you a better idea of how much homeowner’s insurance you need to ensure proper coverage.
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Unused Vacation Days Can Be Costly
Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.
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Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.
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Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?
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Understanding Credit Reporting
To qualify for the best loans at the lowest rates, borrowers must qualify financially and are scored by lenders using a computerized model for evaluating credit risk, developed by Fair, Isaac, and Company, known as the FICO score. Learn more
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Organizing Your Financial Records and Emergency Forms
Would someone be able to find your important papers during a crisis if you became ill, injured, or incapacitated? It’s a good idea to make sure a trusted family member or friend knows where to find your personal documents.
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5 Benefits of Working in Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting.
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The Drawback Of Target Date Mutual Funds
If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
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Just How Safe Is An Insurance Company, Really?
When you think about the car you drive, the house you live in, the health plan you use and the life insurance policy you have, it’s not a stretch to say insurance is an intrinsic part of our daily lives.
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Credit Freeze - You should consider it!
It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.
What did you do to protect your data?.
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Should Parents Pay for College Tuition?
It’s a pricey question.
College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290.
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Just Say NO to Pie Charts!!
Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
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An Investment Advisor’s Blueprint To Making Solid Financial Decisions
A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then…
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Enjoy Life. Hire Someone To Watch Your 401K
Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
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The 7 Rules of Investing
From 1977 through 1990, Lynch ran one of the most successful mutual funds ever, posting an average annual return of 29%.
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Considering A 401K Rollover?
What to do with an old 401K?
One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job.
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Have You Checked Out Our Retirement Planning Library?
While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.
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Common Financial Terms
We have compiled a list of important financial terms. If you don’t speak personal finance, don’t worry—we’re here to help.
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2019 Tax & Financial Planning Guide
Keep up to date on what's new for 2019. Check out our handy-dandy tax and financial guide! There were many tax changes made in the Tax Cuts and Jobs Act of 2017. The House Committees and IRS have been navigating these changes for most of 2018. Everyone...
Credit Freeze – You Should Think About It!
It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked. Because the hackers were able to access everything from Social Security numbers to payment histories to driver’s license...
Year-End Tax Tips That Will Trim Your Tax Bill
December 31 is an essential deadline for taxpayers who want to lower their tax bill and build up their savings. There is no better time than now to start to make gifts to loved ones, maximize your 401K contributions, save for college or donate your...
The Three Key Challenges of Retirement
Planning for your retirement can be challenging. It can be scary, and it can be frustrating. I have seen many clients who felt their plan was a disaster waiting to happen. As an advisor, I am here to say that you can handle it. Planning for retirement...
Social Security Increases Benefits by 2.8% for 2019
The pay raise for Social Security recipients is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January. The Social Security Administration has announced a cost of living adjustment (COLA) to...
End of Year Financial Tips
I guess I do not have to remind you that the end of the year is quickly approaching? Holiday lights are popping up around the neighborhood and retailers are rolling out their seasonal displays. And it is only a matter of time before your social media feeds...
What is Thanksgiving?
Thanksgiving has always been about being thankful for what you have. Even before it was set as an official holiday, it was a centuries-old tradition to have a feast celebrating a good harvest, victory in battle, or some other momentous occasion. The custom...
Breaking down what could affect the markets in the months ahead
“A player surprised is a player half-beaten.” – Chess Proverb The World Chess Championship is currently being played in London, and for the first time in decades, an American could be crowned as champion. But this letter isn’t really about chess. It’s...
Ten Ways to Show Veterans We Care
Every year on Veterans Day, we take time to think about the sacrifices made by those in uniform. We say, “Thank you for your service,” to any veterans we know. Perhaps we attend a local parade or event that celebrates veterans. Those are all good and...
Don’t Be Deceived By Mutual Funds
Best Mutual Funds? Since the bull market run started 10 years ago, how many mutual funds would you guess outperformed the stock market? If you are thinking 500, 200 or even 20, you are very wrong. In fact, not one single mutual fund has beaten the market...
Halloween – By the Numbers
A number you’re probably not looking for is 1.5 billion. That’s the number of pounds of pumpkins grown every year. History.com said that’s more than twice the weight of the Empire State Building. Here are a few other interesting statistics related to...
Four things you should know about the midterm elections
I present you with two quotes: “Democracy is the form of government in which the free are rulers.” – Aristotle “I tell you, all politics is applesauce.” – Will Rogers Whichever quote best describes your attitude about the upcoming election, the fact...
Words to Live By – Change
A major part of my job is helping people reach their financial goals in life. Over the course of my career, I’ve found that while things like planning, saving and investing are crucial, they’re not as important as qualities like perseverance, hard work,...