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Smart Financial Moves in Your 20s, 30s, 40s, & 50s

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey,…

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Growth Report – Monday, July 15, 2019

Growth Report – Monday, July 15, 2019

THE WEEK ON WALL STREET Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000, gaining 1.52% on the way. Additionally, the Nasdaq Composite wrapped up the week…

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Coping with an Inheritance

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.…

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Growth Report – Monday, June 8, 2019

Growth Report – Monday, June 8, 2019

THE WEEK ON WALL STREET U.S. stock benchmarks opened a new quarter positively. The S&P 500 gained 1.65% in the opening week of July; the Dow Jones Industrial Average, 1.21%; the Nasdaq Composite, 1.94%. Overseas, stocks in developed markets, tracked by MSCI’s EAFE index, rose 1.43%.1-4 On July 3, the S&P posted its latest record…

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Preparing to Sell Your Business

Preparing to Sell Your Business

What is your exit strategy? Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do?  Find a buyer, of course. Many savvy business owners know that nothing…

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Growth Report – Monday, July 1, 2019

Growth Report – Monday, July 1, 2019

THE WEEK ON WALL STREET A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE index, advanced 0.14%.1-2 Last month was the best June for the blue chips since 1938,…

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Riding the Bull

Riding the Bull

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Keep Calm, Stay Invested

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much…

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Growth Report – Monday, June 24, 2019

Growth Report – Monday, June 24, 2019

THE WEEK ON WALL STREET The S&P 500 hit an all-time peak of 2,964.03, in intraday trading Friday, while improving 2.20% across five market days. The Dow Jones Industrial Average and Nasdaq Composite posted respective, 5-day advances of 2.41% and 3.01%. In addition, the MSCI EAFE benchmark of overseas stocks rose 2.58%.1-3 A White House…

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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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