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Regardless how the markets may perform, consider making the following part of your investment philosophy: Read more »

Consistency Diversification Gain Investment Long Term Loss Patience Portfolio Risk

 

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging to know where to start. Read more »

Goals Inflation Markets Patience Uncertainty

 

One of the most well-known investors of the 20th Century, Benjamin Graham, said that "the investor's chief problem—and even his worst enemy—is likely to be himself." Let's take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.
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Decision Emotion History Investment Investments Investor Market

 

Understanding key birthdays may help you better prepare for certain retirement income and benefits. But perhaps more importantly, knowing key birthdays can help you avoid penalties that may be imposed if you miss the date. Read more »

401(k) Aging Birthday Contribution Contribution Limits Distribution Income IRA Medicare Retirement RMD SECURE Act Social Security