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anemptytextllineAs a Financial Planner focused on retirees, this is one question I hear all the... -
anemptytextllineStock market declines over a few days or months may lead investors to anticipate a... -
anemptytextllineAfter touching record highs in early January, US stocks1 have slumped, and investors have been... -
anemptytextllineKEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a...
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anemptytextlline“Everything you don’t understand about money combined with everything you don’t understand about computers.”—HBO’s Last... -
anemptytextllineIn this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and... -
anemptytextllineIn this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind.... -
anemptytextllineIn this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up... -
anemptytextllineSome potential benefits of the Securing a Strong Retirement Act. Recently, you may have seen headlines... -
anemptytextllineIn this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed;... -
anemptytextllineBitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether... -
anemptytextllineThe year 2020 proved to be one of the most tumultuous in modern history, marked... -
anemptytextllineIn this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope... -
anemptytextllineIn this month’s recap: Stock prices powered higher and energized investors thanks to a month-long... -
anemptytextllineWith the Federal Reserve keeping interest rates at or near zero, you may wonder about... -
anemptytextllineIt’s almost Election Day in the US once again. While the outcomes of the elections... -
anemptytextllineThe anticipation building up to elections often brings with it questions about how financial markets... -
anemptytextllineHere are some things you might consider before saying goodbye to 2020. What has changed for... -
anemptytextllineSix areas of personal finance to review. When training to become a financial professional, much of... -
anemptytextllineIn this Q3 recap: stocks post further 2020 gains as the economy bounces back and... -
anemptytextllineSome investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum... -
anemptytextllineThe impact of missing just a few of the market’s best days can be profound,... -
anemptytextllineA few things you may want to think about before filing for benefits. Determining when to... -
anemptytextllineIn this Q2 recap: the economy measures the impact of the coronavirus threat; the stock... -
anemptytextllineIn this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government... -
anemptytextllineIn this month’s recap: The CARES Act moves to assist Americans quarantined by COVID-19, providing... -
anemptytextllineWhy do so many people choose them over traditional IRAs? The IRA that changed the whole retirement... -
anemptytextllineFor investors, it can be easy to feel overwhelmed by the relentless stream of news... -
anemptytextllineIn recent days, the increase in volatility in the stock market has resulted in renewed... -
anemptytextllineImagine it is early January 2010 and you are reading a review of the financial... -
anemptytextllineIn this Q4 recap: Equities maintain their momentum to close out a strong year on... -
anemptytextllineLong-established retirement account rules change. Published January 7, 2020 The Setting Every Community Up for Retirement Enhancement... -
anemptytextllineOne study asserts that these relationships can make a difference for investors. What is a relationship with... -
anemptytextllineHere are some things you might consider before saying goodbye to 2019. What has changed...
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anemptytextllineIn this Q3 recap: the U.S. and China intensify their trade dispute, but agree to... -
anemptytextllineWhat is it? How might it affect retirement strategy? If you follow national news, you may have heard... -
anemptytextllineImproving someone’s financial health is a lot like improving their physical health. The challenges associated... -
anemptytextllineIn this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve shifts... -
anemptytextllineIn this Q1 market recap: the Federal Reserve alters its outlook, the truce in the... -
anemptytextllineMichael Bernier, CFP® goes over the current state of the markets and how media headlines... -
anemptytextllineIn this Q4 recap: waves of volatility hit Wall Street, trade pacts and disputes make... -
anemptytextllineCosts matter. Whether you’re buying a car or selecting an investment strategy, the costs you... -
anemptytextllinePlan F is fading away, and Plan G may become the most selected option. Soon, the... -
anemptytextllineHere are some things you might want to do before saying goodbye to 2018. What... -
anemptytextllineIt seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some... -
anemptytextllineIn this Q3 recap: stocks climb, U.S. economic indicators shine, yearly inflation decreases slightly, and... -
anemptytextllineHow to Reduce Capital Gains Tax on Your Primary Residence Qualified homeowners can exclude from their... -
anemptytextllineThe Quarter in Brief At the end of 2018, economists and journalists may look back on... -
anemptytextllineReal estate investors trying to defer taxes may want to explore like-kind exchanges. What exactly is... -
anemptytextllineBreaking down the basics & what each part covers. Whether your 65th birthday is on the... -
anemptytextllineEmbarking on a financial plan is like sailing around the world. The voyage won’t always... -
anemptytextllineThe Quarter in Brief Stocks rallied in January, corrected in February, and slumped in March as...