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Thursday, December 8, 2022

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

Monday, November 14, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Tuesday, November 1, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....

Sunday, October 23, 2022

With the cost of long-term care (LTC) increasing year over year, considering how the costs of long-term LTC will impact your financial plan is essential. According to insurance company Genworth, the price of LTC services increased...

Monday, October 17, 2022

If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And depending on the actuarial assumptions used and the political slant, Social Security has been described as...

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Sunday, September 25, 2022

Physical exercise is a well-known way to improve overall health, but keeping your mind sharp can benefit overall health, too. Exercising your brain takes less effort than you think and can be enjoyable! Try these fun games that can lead...

Wednesday, September 14, 2022

It’s never too early to think about how and where you want to live when you’re older.How far in advance do you plan vacations? A month at the very least, right? You’ve booked the flights and hotels, taken time off of...

Friday, August 19, 2022

Don't Bank Your Retirement on Your Business Investing in your own business makes sense; many businesses achieve significant growth each year. However, when you consider that many small businesses fold every year, it becomes clear that...

Tuesday, August 9, 2022

Go out into your yard and dig a big hole. Every month, throw $50 into it but don't take any money out until you're ready to buy a house, send your child to college, or retire.It sounds a little crazy, doesn't it? But that's what...

Tuesday, July 19, 2022

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...

Wednesday, July 13, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Thursday, July 7, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Monday, June 20, 2022

Now is a good time to check-in and see how you’re really doingAmid the draining heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do...

Tuesday, June 7, 2022

Sometimes we forget just how fragile a nest egg can be.When the economy tanked in 2008, retirees watched in horror as U.S. markets suffered historic losses. The Dow declined by more than 50%, its biggest drop since the Great Depression...

Monday, May 23, 2022

“Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert EinsteinThe S&P 500 Index was down more than 20% on an intraday basis on Friday, but managed a huge rally late to avoid closing...

Thursday, May 19, 2022

Understanding the myths and ignoring the voices will make you betterWall Street has three voices it wants you to listen to and nine myths it wants you to believe. They are designed to allow “The Street” to keep making money...

Wednesday, May 11, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Monday, April 18, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Friday, April 1, 2022

April is not just about tax season and springtime. Since 2004, April has also been Financial Literacy Month throughout the U.S. Some states also recognize it, such as Arkansas, Oklahoma, Pennsylvania and Texas.1 This celebratory...

Wednesday, February 2, 2022

One of the more important—and hopefully enjoyable—events you will face in life is retirement. After spending many years building your career, you have likely accumulated a comfortable nest egg. If you have reached a point...

Friday, January 21, 2022

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...