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We help individuals and families pursue their ideal retirements.

Financial Advising During a Pandemic

September 21, 2020

The pandemic has been hard on nearly everyone, and it’s particularly difficult for professionals who normally meet with clients in an office setting. Fortunately, financial advisors have been able to…

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Employers: Lessons From the Pandemic

September 14, 2020

We’ve learned a lot about infectious diseases this year, as well as how to adapt our lifestyles in response to a pandemic. It will be interesting to see if and…

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How High-net-worth Households are Faring

September 8, 2020

The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress…

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The Future Of Retirement Planning

August 31, 2020

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news was…

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Is it Time to Go Global?

August 24, 2020

Competitive edge is a real factor. Here in the U.S., we boast that capitalism is the key to our success. Unfortunately, that key has gotten a little rusty lately thanks…

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Midyear Market Outlook from Wealth Managers

August 17, 2020

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the…

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The Highs and Lows of Dollar-Cost Averaging

August 10, 2020

Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each…

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Recovery: COVID-19 First, Then the Economy

August 3, 2020

The World Health Organization recently reported that while some countries have made effective inroads to contain COVID-19 within their borders, the pandemic is still well on the rise throughout the…

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How Might The Economic Downturn Affect Dividends?

July 27, 2020

If a large allocation of your retirement portfolio is invested in dividend-paying stocks, you might see your household income reduced this year. During the Great Recession, dividend payouts dropped by…

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What The Increasing National Debt, Deficit Could Mean For You

July 20, 2020

If you’d like to see a snapshot of what’s going on with national debt versus revenue, check out the U.S. Debt Clock. While there’s a lot moving on one screen, you…

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