Now that the election is over, what will the new administration prioritize in the new year?
Take a look at a few things we’re watching in the months ahead.
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Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
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The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic
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As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look.
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As we enter the final weeks of 2023, let’s take a moment to review some of the year's major market and economic trends.
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Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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Markets have been hitting some positive milestones lately, but it’s not clear whether or not the bear market is actually over just yet. Let’s discuss.
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