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...
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hillary745
- Jul 20, 2022
- 3 min
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...
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hillary745
- Jul 14, 2022
- 2 min
MidYear Outlook, presented by LPL Research
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...
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hillary745
- Apr 19, 2022
- 2 min
Keeping Calm in Times of Anxiety
It’s tempting to feel the need to make quick financial decisions, but these decisions may do more harm than good. As humans, we’re wired...
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hillary745
- Feb 23, 2022
- 2 min
Women seek retirement confidence after COVID setbacks
A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
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hillary745
- Feb 9, 2022
- 2 min
Ways to Maximize Your 401(k)
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
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hillary745
- Jan 2, 2022
- 1 min
Outlook 2022 - Staying in the Zone
We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
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hillary745
- Oct 26, 2021
- 3 min
Smart Investments Can Pay Off Down The Road
Looking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
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hillary745
- Oct 24, 2021
- 1 min
Risks You May Not See
Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider...
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hillary745
- Sep 16, 2021
- 3 min
Making Sense of Living Wills and Trusts
AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS...
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hillary745
- Sep 8, 2021
- 3 min
Types of Investments: You have a variety of options when pursuing an investment portfolio.
FIRST-TIME INVESTORS OFTEN FIND THE PROCESS INTIMIDATING. AND LET’S BE HONEST: EVEN THOSE WITH AN EXTENSIVE PORTFOLIO MAY STILL NOT...
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hillary745
- Aug 25, 2021
- 3 min
529 Plans: The Big Questions Answered
For National College Savings Month coming in September, we discuss several burning issues about these popular college savings vehicles....
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hillary745
- Aug 19, 2021
- 2 min
S&P 500 Cuts Losses to Clinch Record Highs
According to data published by Investing.com on August 16th, the S&P 500 cut losses to hit all-time highs on Monday, shrugging off offset...
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hillary745
- Jul 22, 2021
- 2 min
Help Your Adult Children Take A Step Toward Financial Independence
Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a...
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hillary745
- Jul 1, 2021
- 3 min
Building Money Mindfulness
There are practical steps you can take to strengthen your financial health. Now is the perfect time to take steps to shore up your...
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hillary745
- Jun 24, 2021
- 2 min
Tempted to Tap Your 401(k)? Ask These Questions First.
Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term...
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hillary745
- Jun 2, 2021
- 3 min
June Swoon
Although there was some notable weakness in the middle of May, the S&P 500 Index was able to rally late in the month to finish with a...
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- May 24, 2021
- 3 min
The Importance of Pledging our Allegiance
The following story was shared by John S. McCain, USN Captain (Ret.) and U.S. Senator from Arizona. I won’t give more of an introduction...
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- Apr 20, 2021
- 3 min
Milestone
Milestone (noun)1 1. a stone functioning as a milepost 2. a significant event or stage in the life, progress, development, or the like of...
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- Apr 14, 2021
- 2 min
Common Retirement Investment Mistakes
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Only...
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