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Will Rising Mortgage Rates Slow Down Housing?

Will Rising Mortgage Rates Slow Down Housing?

Housing prices have increased every single month for the past 12-years

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Positioning a Portfolio for Additional Rate Hikes

Positioning a Portfolio for Additional Rate Hikes

What counts is how your money is invested now - in anticipation of rate hikes. 

At their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a  range of 0.25% to 0.50%. It was the first rate hike since 2018.

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How a Financial Plan Helps You Endure Market Volatility

How a Financial Plan Helps You Endure Market Volatility

Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesn’t care about your risk tolerance or your goals.

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How to Avoid Making Emotion-Based Financial Decisions

How to Avoid Making Emotion-Based Financial Decisions

You spent years building a healthy retirement investment account. Then Wall Street takes a nosedive. You’re down $10,000, then $15,000.

Now you decide that investing inherently means taking on risk. You won’t stop until you win your money back (and then some). You put more in the market. In a blink, you’re down another $25,000.

Don’t let this happen to you.

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How To Know When It’s Time To Sell Your Home

How To Know When It’s Time To Sell Your Home

When considering whether you should sell your home or not, you might be asking yourself a  number of questions: Are we in a buyer’s or seller’s market? Do people want to buy a home in our area? Should we hold onto our house for a few more years of appreciation? 

Don’t be overwhelmed. There are a few key factors to consider before deciding to sell.

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Five Common Misconceptions About Retirement

Five Common Misconceptions About Retirement

Retirement is not what you retire from, but what you retire to.

When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.

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How to Choose a Financial Planner

How to Choose a Financial Planner

October is National Finacial Planning Month. The financial planner and financial planning firm you pick to manage your assets and advise you on key financial decisions affect your retirement and other major financial goals more, maybe than even you. So it’s imperative that you make the best choice for yourself and your family.

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Changing Jobs in 2021? You're Like Most People

Changing Jobs in 2021? You're Like Most People

Two employee-benefit actions to take before you accept that new job offer

Are you considering changing jobs this year? If not, you’re in the minority. A survey conducted by Harris Poll found that the majority (52%) of U.S. workers are considering a job change this year – and 44% have real plans in place to make a change. Think about that. Picture your co-workers or your team. More than half are thinking about leaving.

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Have You Factored Inflation Into Your Retirement?

Have You Factored Inflation Into Your Retirement?

On August 11th, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index increased 5.4% over the past 12 months. Shockingly, media outlets ran with absurd headlines like these: "Inflation is Not as Bad as Feared" and "Inflation Fears Moderate" and even this one: "Core Inflation Starts to Ease."

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Consumer Price Index Rises Again and is Up Every Month Since January

Consumer Price Index Rises Again and is Up Every Month Since January

Inflation is defined as an increase in the general level of prices for goods and services and is measured by the Consumer Price Index, calculated every month by the U.S. Bureau of Labor Statistics.

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