Thursday, March 19, 2020
With the spread of COVID-19, our priority at this time is the health and safety of our families, staff, clients, and our community. Our hearts go out to everyone impacted. We believe in being part of the solution and have immediately...
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Monday, December 10, 2018
As you know, the stock and bond markets have been experiencing significant volatility for the last several months. What is behind this, and what should you do? The supposed causes of this volatility are rising interest rates, trade...
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Friday, November 30, 2018
For those of you who are 70½ and older, we want to remind you of the benefit of contributing to your favorite charities directly from your IRA distributions. Each year, the IRS allows you to contribute up to $100,000 directly to...
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Thursday, February 8, 2018
The Return of Market Volatility is Expected and Healthy Stocks have declined in recent days amid investor concerns about higher inflation and rising interest rates. In this interview, Capital Group Chairman and CEO Tim Armour discusses...
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Tuesday, October 3, 2017
Just a friendly to reminder for you to notify our office as soon as you know of a pending address change. Due to recent financial reforms, specifically SEC Rule 17Ad-17, brokerage firms and mutual fund agents have strict procedures to...
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You may be reading or hearing about the Department of Labor Fiduciary Rule, a new regulation regarding retirement accounts, both employer-sponsored and individual retirement accounts (IRA), which became effective June 9...
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Friday, October 28, 2016
The Secret Shame of Middle-Class Americans In the above article from the Atlantic, author Neal Gabler discusses the trials and tribulations the average American goes through when dealing with money. He cites numerous studies throughout...
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