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Retiring in a Down Market

Published September 2, 2022 5369 Views

If you’re considering retirement, either now or in the near future, you may be concerned about what a year of negative returns can mean for your lifestyle. The first few years can be critical to determining what is sustainable over the course of your retirement. However, research has shown that even...

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Stock Market 101: What are Growth and Value Stock

Published August 31, 2022 4826 Views

Stock Market 101: What are Growth and Value Stock
The Stock Market can be confusing and knowing how different types of companies are classified can help pare down some of that confusion.  Most companies can be broken down into one of two categories: Grow or Value.  Each focus on a different piece to return profit to their investors.  Both have thei...

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But Does It Feel Right? Why Relationship Building and Financial Planning Go Hand in Hand

Published August 26, 2022 4773 Views

But Does It Feel Right?  Why Relationship Building and Financial Planning Go Hand in Hand
It’s all in the relationship.  Today, more than ever, we are feeling the shift from antiquated structure to a flow of comfortable space in all aspects of our lives.  While there is need to acknowledge the changing times, it’s important to consider progress with thoughtfulness, precision, and through...

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Student Loan Cancellation and Updates to PSLF for Non-Profit, Government and First Responders. Does this apply to you?

Published August 25, 2022 4937 Views

Student Loan Cancellation and Updates to PSLF for Non-Profit, Government and First Responders. Does this apply to you?
Yesterday, President Biden announced that he will cancel student loan debt for millions of Americans. If you took out your loans prior to June 30th of this year and earn less than $125,000 per year (or $250,000 as a couple), you will have $10,000 of federal student loan debt forgiven. If you receive...

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Investing in a Recession

Published August 19, 2022 4110 Views

Investing in a Recession
Should I buy the dip or move all my money into cold hard cash? By now, if you’ve been keeping up with the news, radio, this blog, or whispers at your local gas station and grocery store; you should have an idea as to what has caused inflation to rise and the factors that are making it burn hotter...

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Inflation Expected to Cool Off in Coming Months

Published August 16, 2022 3710 Views

Inflation Expected to Cool Off in Coming Months
Since January, the American people have had inflation at the forefront of their minds; higher gas prices, higher costs at the grocery store, higher prices for raw goods have all spurred this major concern.  There may be a light at the end of the tunnel.  Since the release of the July price index, th...

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Consumer Confidence Expected to Rise as Gas Prices Fall

Published August 11, 2022 4115 Views

Consumer Confidence Expected to Rise as Gas Prices Fall
On Wednesday, the average price of gas fell to $4 a gallon; about $1 from it’s high in June. Gas prices play an important role in consumer sentiment, especially since most of us pass at least half-a-dozen gas stations on our way to work. As gas prices fall, experts believe that people will begin to...

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Have You Recently Changed Jobs? US Economy Adds More Than 500,000 Jobs In July.

Published August 9, 2022 3634 Views

Have You Recently Changed Jobs? US Economy Adds More Than 500,000 Jobs In July.
Last month, the US economy added 528,000 jobs as reported by the Bureau of Labor Statistics in its latest payroll report. With this, both unemployment and payrolls returned to pre-pandemic levels, with unemployment reducing to 3.5%. This is more than double expectations and continues this year’s tre...

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Are we in a Recession?

Published August 5, 2022 3510 Views

Are we in a Recession?
Here is a question we’ve been getting a lot. Everywhere we look—radio, television, social media—we see headlines and conversations about being in a recession. I’ve seen varying levels of concern and bias, including talks of the US dollar’s impending collapse. As we all know, we can trust and believe...

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Despite Market Troubles, Dividend Payouts Hit a Record High in Q2

Published August 1, 2022 2785 Views

In a reassuring sign to investors during a rocky second quarter, dividend payouts have hit another record, paying $140.6 Billion to stockholders. This is up from the beginning of the year, and nearly $20 billion higher than dividends paid at this time last year. Dividends paid to stockholders...

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