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Mid Year Outlook - The Path Toward Stability
OUR 2023 INVESTING OUTLOOK STARTED WITH A THEME OF RETURNING TO NORMALCY. Considering 2022’s market volatility and the aftereffects of...
hillary745
Aug 22, 20232 min read
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Back to School Budgeting- Teaching Kids about Money Matters
Children are like wells waiting to be filled with information—and information about money can be a helpful topic to begin exploring at a...
hillary745
Aug 8, 20233 min read
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Healthier Lifestyle, Longer Life
Living longer into retirement is easier with these tips! It may still be too early to talk about life expectancy in a post-pandemic...
hillary745
Jul 13, 20233 min read
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“MY” MONEY‚— OR “OUR” MONEY?
Some couples face a difficult (and sometimes awkward) question when they decide tie the knot: Should they combine their finances, keep...
hillary745
Jul 6, 20233 min read
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How to Reach Financial Freedom: Habits to Get You There
According to the professionals at Investopedia, financial freedom—having enough savings, investments, and cash on hand to afford the...
hillary745
Jun 29, 20234 min read
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Don’t Bank on Bank Loans in 2023
As bond yields rose in 2022, investors sought refuge in high-yield bank loans, whose floating coupons are often heralded as an antidote...
hillary745
Jun 6, 20234 min read
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How to Raise a Young Investor
According to a recent article published by Nationwide, there are many tips for raising a young investor: Helping set your clients’...
hillary745
May 22, 20234 min read
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Your CD is Maturing Soon. What Should You do Next?
If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for...
hillary745
May 11, 20232 min read
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Finding the Right Work-Life Balance
The pandemic blurred some lines, but optimism remains. At home or at work, our well-being relies on finding the right balance in our...
hillary745
Apr 12, 20234 min read
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Weekly Market Commentary March 27, 2023
According to LPL Research, a lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence...
hillary745
Mar 28, 20233 min read
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WEALTH BUILDING STRATEGIES WHILE RAISING A FAMILY
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart...
hillary745
Feb 21, 20232 min read
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Eliminate the Guesswork
Creating an estate plan is a key component of achieving financial wellness. Most people don’t spend too much time thinking about...
hillary745
Feb 16, 20233 min read
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WORKING WITH A FINANCIAL PROFESSIONAL
Your financial professional is an experienced financial professional who will help you work toward your financial goals. Here’s how to...
hillary745
Feb 8, 20233 min read
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WEALTH BUILDING STRATEGIES WHILE RAISING A FAMILY
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart...
hillary745
Jan 23, 20232 min read
17 views
0 comments


Caring for Aging Parents
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing...
hillary745
Jan 10, 20232 min read
22 views
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What Could Fixed Income Investors Expect The Rest Of The Year?
In this year’s midyear outlook, entitled Navigating Turbulence, the LPL Research team outlines the reasons why the second half of the...
hillary745
Sep 27, 20222 min read
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National Life Insurance Awareness Month
Awareness and preparation can bring peace of mind. The need for life insurance may not be a pleasant topic to think about, but life...
hillary745
Sep 13, 20223 min read
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Charitable Giving and National Non-Profit Day - A Great Duo
August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...
hillary745
Aug 17, 20222 min read
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Mid Year Outlook - Our Economy
ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...
hillary745
Jul 20, 20223 min read
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0 comments


Making a Vacation Easier on Your Wallet
Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying...
hillary745
Jul 6, 20222 min read
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