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Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election

Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
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What Do Fed Interest Rate Cuts Mean for You?

The real impact of rate changes on markets and how understanding the why behind the Fed cuts is just as important as the cuts themselves. Whether it's the potential for volatility or long-term benefits for stocks and bonds, we’ll help you stay focused on the bigger picture.
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What to Do After a Data Breach: A 2024 Guide to Safeguarding Your Identity

The latest company compromised - National Public Data - could impact hundreds of millions of Americans and reveal information like names, addresses, and Social Security numbers. Read on for important tips on how to protect yourself.
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What Financial Documents Do I Need To Keep On File?

Need a break from the heat? Cool off with some shredding and filing. Our handy checklist will help you decide what to keep and what to purge.
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Kickstart Your Child’s Savings With a Roth IRA

With summer break here, many students are starting summer jobs. This is a great chance to teach them about saving and investing.
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What Does the Dow’s All-Time High Mean for Me?

The Dow Jones hit 40,000! Despite inflation and high interest rates, strong consumer spending and rising household net worth are driving growth.
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