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The Many Faces of Risk
The Many Faces of Risk Knowing the different types of investment risk can help you cope with market volatility. When was the last time you checked your retirement plan balance? If your balance was less than it was the last time you checked, you probably felt a bit of...
All About Financial Planning
No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can help you work towards them. Let’s dive...
3 Financial Planning Steps
Organization, efficiency and discipline can be considered as three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means working towards a better chance of profits, and discipline can help keep you...
What’s Next for the Real Estate Market and How Will It Impact Buyers?
We’ve all heard the outrageous stories of tumbledown houses selling for record-high prices, dozens of multiple offers within hours of a new listing hitting the MLS, and bonuses and incentives to sweeten the pot from hyper-competitive buyers. Much of the demand over...
A Growing Trend: Women Entrepreneurs
The business landscape is continually changing—technological advances, corporate downsizing, restructuring, and telecommuting have reshaped the marketplace. Although these improvements and modifications have a great impact on our working environment, perhaps the most...
Life Insurance: Protection for All Life’s Stages
As your life changes, your financial needs often change, as well. Regardless of whether you are just starting out in life, are in mid-career, or are at the peak of your earning years, life insurance can help you achieve a variety of financial goals. The following...
Should You Be Concerned About Inflation?
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U),...
The Emergence of ESG Investing
How generational and societal change is influencing companies and the markets. ESG: what does that acronym stand for? Those three letters stand for "Environmental, Social, and Governance". You may recall how the phrase “socially responsible investing” became...
Three Sobering Thoughts Hurting Your Retirement
Stagnant wage growth, rising inflation and low interest rates are real issues The idea of retiring at age 65 with a gold watch and a fully-funded retirement account is a quaint notion for many Americans. Amid stagnating real wages, rising inflation and (still) low...