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Guidelines for Investing at Record Market Highs

Guidelines for Investing at Record Market Highs

Investing principles to provide you comfort during exuberant markets.

When markets reach new record highs, you wonder, “Is this a bubble?” When markets head the other way, you wonder, “Is this a crash?”

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The 2020 Contribution Limits are Here

The 2020 Contribution Limits are Here

2020 Contribution Limit Changes & the Secure Act

Read on to understand the changes for 2020 so you can maximize your retirement.

There are some significant changes to your retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure Act, there is a lot to digest.

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The Science of Gift Wrapping Explains Why Sloppy is Better

The Science of Gift Wrapping Explains Why Sloppy is Better

They say appearances can be deceiving. In the case of gift giving, they might be right.

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8 Point Year-end Financial Planning Checklist

8 Point Year-end Financial Planning Checklist

The end of the year is when a lot of deadlines come up.  So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track.  And it’s wise to use a checklist to see where you are and what you should do.  Here are eight of the most common and important items to review with your financial advisor:

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Should the Jobs Report Move the Stock Market?

Should the Jobs Report Move the Stock Market?

Unemployment is a lagging indicator and can only indicate what happened.

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What did you do to take Control of your Finances During  National Financial Planning Month?

What did you do to take Control of your Finances During  National Financial Planning Month?

Financial Planning is All About Your Future Self. If you didn't even know October was National Financial Planning Month, here is your chance to catch up. 

How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to you in the future.

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The 2019 World Series and the 2020 Markets

The 2019 World Series and the 2020 Markets

Remember after the Houston Astros won in 2017? Or Cubs in 2016?

Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course not. But let’s explore anyway.

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Should Investors Worry About Impeachment?

Should Investors Worry About Impeachment?

Tweets and speeches don’t drive the stock markets – numbers do.

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Understanding Retirement Benefits for Veterans

Understanding Retirement Benefits for Veterans

As a veteran of the armed services, you have made a sacrifice for our country. A grateful nation has established myriad benefits to help you.

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Military Veterans and Customized Financial Planning

Military Veterans and Customized Financial Planning

According to the most recent data from the U.S. Census, there are over 18 million military veterans in the United States. More than nine million of these veterans are served by the Department of Veterans Affairs (VA).

Ironically, serving your country sometimes brings tough economic times to you and your family. And while the VA can offer some wonderful programs—like the Aid and Attendance benefits and Household allowances—the VA does not offer financial planning.

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