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Midlife Money Errors

Midlife Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. These errors and suppositions are worth examining, as you…

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Growth Report – Monday, March 18, 2019

Growth Report – Monday, March 18, 2019

THE WEEK ON WALL STREET The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of this ban could potentially impact the airline industry and segments of the economy for months.1 While the news created a headwind for the Dow…

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Value vs. Growth Investing

Value vs. Growth Investing

There are those who favor value and those who favor growth. You might be initially confused by these terms or even suspect they aren’t that different in terms of what each model offers you as an investor, but they are very distinct approaches, and it’s good to understand these two schools of thought as you…

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Growth Report – Monday, March 11, 2019

Growth Report – Monday, March 11, 2019

THE WEEK ON WALL STREET As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday’s open to Friday’s close, the S&P 500 lost 2.55%, while the Dow Industrials took a 2.66% fall, and the…

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Certain Uncertainties in Retirement


Certain Uncertainties in Retirement


Two financial unknowns may erode our degree of confidence. The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2018 Retirement Confidence Survey by the Employee Benefits Research Institute, only 17% of pre-retirees said they are “very confident” about having…

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Growth Report – Monday, March 4, 2019

Growth Report – Monday, March 4, 2019

THE WEEK ON WALL STREET Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively calm: from Monday’s open through Friday’s close, the S&P 500 ceded but 0.17%, finishing the week at 2,803.69.1 The Dow declined 0.65% in five trading sessions to…

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Your Emergency Fund: How Much is Enough?


Your Emergency Fund: How Much is Enough?


An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,…

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Growth Report – Monday, February 25, 2019

Growth Report – Monday, February 25, 2019

THE WEEK ON WALL STREET Stocks rallied last week as optimism about a potential U.S.-China trade deal grew. The S&P 500 advanced 0.80% for the week to 2,792.67. The Nasdaq Composite improved 0.86% to 7,527.54, and the Dow Jones Industrial Average gained 0.64% to 26,031.81. The renewed prospects for a trade pact were not the…

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Succession Planning

Succession Planning

Preparing a smoother transition. A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the company you created to be able to continue once you are no longer at the helm. For that reason, many people in your position…

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Growth Report – Monday, February 18, 2019

Growth Report – Monday, February 18, 2019

THE WEEK ON WALL STREET Stocks ended a good week on a high note, as hints of progress in U.S.-China trade talks encouraged investors. When the closing bell rang Friday, the S&P 500 settled at 2,775.60, after rising 2.50% in five days. The Dow Industrials gained 3.09% to close Friday at 25,883.25. The Nasdaq Composite…

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