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Major Risks to Family Wealth

Major Risks to Family Wealth

Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders. Classic mistakes are made; changing times…

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Growth Report – Monday, June 17, 2019

Growth Report – Monday, June 17, 2019

THE WEEK ON WALL STREET Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets index, added 0.20%.1-2 The market seemed to put its recent preoccupation with trade issues aside, with attention…

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Three Key Questions to Answer Before Taking Social Security


Three Key Questions to Answer Before Taking Social Security


When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most…

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Growth Report – Monday, June 10, 2019

Growth Report – Monday, June 10, 2019

THE WEEK ON WALL STREET Stocks rallied during a week in which Wall Street was buffeted by headlines. The S&P 500 rose 4.41%. The Nasdaq Composite and Dow Jones Industrial Average respectively added 3.88% and 4.71%. The MSCI EAFE index of overseas stocks improved 2.02% across five days.1-2 Following a mixed Monday, the market jumped…

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The Cost of Procrastination

The Cost of Procrastination

Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been…

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Growth Report – Monday, May 20, 2019

Growth Report – Monday, May 20, 2019

THE WEEK ON WALL STREET Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down week. The S&P 500 lost 0.76%, while the Nasdaq Composite fell 1.27%, and the Dow…

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Ten Years, Tremendous Gains

Ten Years, Tremendous Gains

A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for equities. Just…

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Growth Report – Monday, May 20, 2019

Growth Report – Monday, May 20, 2019

THE WEEK ON WALL STREET Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down week. The S&P 500 lost 0.76%, while the Nasdaq Composite fell 1.27%, and the Dow…

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Retirement Now vs. Retirement Then

Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last…

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Growth Report – Monday, May 13, 2019

Growth Report – Monday, May 13, 2019

THE WEEK ON WALL STREET As we noted recently, Wall Street has a wandering eye. Last week, it focused on the new tariff threats in the ongoing U.S.-China trade dispute. Stocks fell across five trading sessions: the Dow Jones Industrial Average lost 2.12%; the S&P 500, 2.18%; the Nasdaq Composite, 3.03%. International stocks also fell:…

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