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Retirement Wellness

Retirement Wellness

Staying healthy could save you some money. How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense. Each year, Fidelity Investments presents an analysis of retiree health care costs. In 2019, Fidelity…

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Growth Report – Monday, November 11, 2019

Growth Report – Monday, November 11, 2019

THE WEEK ON WALL STREET Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE all ended the week with gains. Blue chips led the way, as the Dow added 1.22%. The Nasdaq improved 1.06%;…

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Inventorying Your Possessions

Inventorying Your Possessions

It is helpful for insurance purposes. It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1 Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can…

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Growth Report – Monday, November 4, 2019

Growth Report – Monday, November 4, 2019

THE WEEK ON WALL STREET A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week at historic peaks, while the Dow Jones Industrial Average settled less than 12 points under its all-time…

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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

Some things to consider. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. What occurs with many retirees is a change in mindset – it’s less about finding the “best-performing fund” and more about consistent performance. It may be less about…

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Growth Report – Monday, October 28, 2019

Growth Report – Monday, October 28, 2019

THE WEEK ON WALL STREET The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly gain of the three major U.S. stock indices. It rose 1.90%. Last week also brought gains of…

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Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?

Global mutual funds vs. international mutual funds. Provided by Mark K. Lund, Investment Advisor For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global mutual fund or an international mutual fund. By definition, international funds invest in non-U.S. markets, while global…

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Growth Report – Monday, October 21, 2019

Growth Report – Monday, October 21, 2019

THE WEEK ON WALL STREET Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips took a small weekly loss.    The Nasdaq and S&P respectively gained 0.40% and 0.54% on the…

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Why Having a Financial Planner Matters


Why Having a Financial Planner Matters


A good professional provides important guidance and insight through the years. What kind of role can a financial planner play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to…

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Growth Report – Monday, October 14, 2019

Growth Report – Monday, October 14, 2019

THE WEEK ON WALL STREET Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the Standard & Poor’s 500 rose 0.62%. The Nasdaq Composite index gained 0.93% for the week. The MSCI EAFE index,…

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