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Anticipating Rising Interest Rates

Interest rates play a crucial role in the American economic system. They influence the return on savings, the costs of borrowing and can have a bearing on the direction of many investments. The direction of interest rates is also known to provide insight into future economic and financial market activities. After the Federal Reserve’s August […]

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Tech Trends In A Post-COVID World

In the wake of the COVID-19 pandemic, several trends in technology have accelerated. It comes as no surprise that consumers and corporations continue to adapt to these advances. Join me, as I examine 2 top trends I’ve been watching while the world slowly reopens. Entertainment: Streaming and gaming Amid the global COVID-19 lockdowns, demand for […]

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Webinar: Real Estate Securities: An Allocation, not a trade

 Video Replay: Real Estate Securities: An Allocation, not a trade You may have heard the term “REIT” but what does it mean? REIT stands for Real Estate Investment Trust. These Trusts own, finance, and operate real estate. Please enjoy this video replay of our recent webinar to learn more about REITs and how we are […]

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Focusing on Factors You CAN Control

Every investor normally has personal goals in mind that they would like to achieve. Although most non-retired adults have some savings, only 36% say their nest egg is “on track,” according to the Federal Reserve. Sometimes, those eager to boost retirement savings could become more aggressive and start considering more volatile assets in an attempt […]

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What can 529 Funds be used for

529 savings plans are an excellent way to save and invest money for children’s education. But what constitutes a “qualified” educational expense? When that question relates to 529 savings plans, the answer may be broader than you think. Although 529 accounts are often used to pay for a child’s college tuition, those funds can also […]

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How to Protect Yourself From Identity Theft

What is the real cost of identity theft? It goes beyond just financial loss and can take years to recover. In the meantime, your credit rating may be affected, disqualifying you for loans, or your employment may be affected.

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‘Won’t Get Fooled Again’

The Who from: Who’s Next (1971) It’s a glorious day for a hike on your favorite trail. Suddenly you find yourself on high alert as a black bear crosses your path. Your natural fight-or-flight response takes over because we are hard-wired to react in a crisis. That black bear is like ‘looming’ inflation or a […]

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Cue the next crisis… inflation!

Why are things suddenly more expensive? From residential homes and the lumber to build them, to cars, gas, and groceries. Is it truly inflation; is it here to stay? There always seems to be a “crisis” in the stock market which the media makes a point to call “the” crisis. When the crisis fails to […]

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Market Volatility: A Part of the Investment Experience

Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up. Investors should not let market movements force them to lose focus.  A knowledgeable investor […]

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