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Thursday, December 3, 2020

As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover, but other areas...

 

Monday, November 9, 2020

Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing an end to the highly contested 2020 election. The new president-elect benefited...

 

Thursday, November 5, 2020

Dear Valued Investor: The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a...

 

Thursday, October 1, 2020

Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily...

 

Thursday, September 3, 2020

Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to...

 

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Tuesday, August 4, 2020

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health...

 

Tuesday, July 7, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...

 

Thursday, June 11, 2020

Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into what we might call...

 

Tuesday, February 25, 2020

Expect volatility but avoid letting the headlines alter your plans. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and...

 

Wednesday, April 3, 2019

Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs. That said, a big “what if” on your mind might be “what if I retire...

 

Thursday, March 21, 2019

It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on...

 

Wednesday, January 23, 2019

Right now, many households across the country are contending with the financial pressures resulting from the partial federal government shutdown. About 800,000 federal workers have been furloughed, and about 4 million government...

 

Wednesday, October 24, 2018

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place....

 

Thursday, May 3, 2018

In the coming months, they will reach retiree mailboxes. New Medicare cards will be mailed out between now and next April. They have an 11-digit I.D. number instead of your SSN, and they are made of paper rather than plastic. This new...

 

Wednesday, April 18, 2018

What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There...

 

Wednesday, March 14, 2018

After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late...

 

Monday, February 12, 2018

After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late...

 

Wednesday, January 31, 2018

Never touch your principal in retirement? Think again. More than a century ago, an American financial archetype emerged – the household that lived on the interest earned by its investments, never touching its principal. Times...