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Category: Investments

Beginning of the Year

What Issues Should You Consider at the Start of the Year?

December 15, 2023 | , , , ,
Resolutions aside, the beginning of a new year is always a great time to take stock of your family's finances and plan for the year ahead. Let our handy checklist walk you through some key areas.
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Fed interest rates

What Does The Fed’s Latest Move Mean For You?

September 27, 2023 |
Last week, the Federal Reserve met and kept rates unchanged with a target range of 5.25% to 5.5%. Despite investors anticipating this, markets responded negatively.
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How to Save and Invest for Kids

How to Save and Invest for Kids

June 28, 2023 | , , ,
Many parents ask themselves what they should be doing today to set their children up for future financial success. 
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Debt Ceiling

What Do I Need to Know About the Debt Ceiling?

May 31, 2023 | ,
After months in and out of the headlines, the debt ceiling issues have become a sharp focus.
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Ongoing Banking Turmoil

Ongoing Banking Turmoil: Cause for Concern?

March 29, 2023 | ,
The recent failure of three U.S. banks has dominated news headlines for the past few weeks and has spread to Europe. Credit Suisse, Switzerland’s second largest “global systemically important bank” and latest institution teetering on collapse, was purchased by UBS in a $3.2 billion deal brokered by regulators, making it Europe’s most significant banking merger since the 2008 financial crisis. 
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Roth Conversion planning

Does a Roth Conversion Make Sense for Me?

November 28, 2022 | , ,
As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about. 
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Optimism Among Uncertainty

3 Reasons for Optimism Among Market & Economic Uncertainty

October 31, 2022 | , ,
It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars. 
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Recession Fears

Are We In a Recession? If Not, Is a Recession Coming?

August 30, 2022 | , ,
With high inflation, the Federal Reserve raising interest rates, and the economy contracting for two consecutive quarters, the possibility of a recession doesn’t seem far-fetched. 
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strategies for sustainable investing

3 Strategies for Sustainable Investing

April 29, 2022 | ,
As climate change disasters such as wildfires, floods, and intensifying storms seem to be increasingly common, many people are looking for a way to encourage companies to enact positive change, while casting a “vote” against the worst offenders. Enter the world of sustainable investing options, which have steadily grown in popularity over the last decade.
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concentrated stock holding

Is Your Concentrated Stock Holding Worth the Risk?

February 16, 2022 | , ,
 
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