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Long-Term Investing Truths
- 07/31/19
Key lessons for retirement savers.
You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.
[+] Full Article Your Financial Co-Pilot - 06/30/19
If anything happens to you, your family has someone to consult.
If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses or children have little comprehension of what happens each week, month, or year with a portfolio.
[+] Full Article
Key lessons for retirement savers.
You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.
[+] Full Article Your Financial Co-Pilot - 06/30/19
If anything happens to you, your family has someone to consult.
If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses or children have little comprehension of what happens each week, month, or year with a portfolio.
[+] Full Article
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May 24, 2017 Today’s impulsive moves could breed tomorrow’s regrets.
When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. Read more »
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May 3, 2017 What designations let you know that a financial professional will abide by this rule?
This year, the Department of Labor intends to introduce a new rule regarding retirement plan accounts, with full implementation envisioned by 2018. Under this new rule, financial professionals who consult retirement savers will be held to a fiduciary standard of care. In other words, they will have an ethical and legal obligation to always act in a client’s best interest. Read more »
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April 19, 2017 Diversification still matters. One day, this bull market will end.
In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months. Read more »
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March 17, 2017 Monetary policy is normalizing due to economic improvement.
On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy. Read more » |