Market volatility is always hard to go through. Expected or not, emotions run high and the best thing we can do is stay in good communication with our clients
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Market Volatility never gets easier for me. I say everything I’m trained to say – and what I philosophically believe works over time.
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Stock market volatility and uncertainty have spiked in the last few weeks with headlines dominated by tariff proposals, potential trade wars, and a rapid 10%+
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Being well-informed is a good thing. No one wants to make costly mistakes because they weren’t paying attention to important things or got bad intel along the
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There’s a common question asked pre and post-election; “How will this affect investments?” It’s also that time of the year when we naturally reflect back on how
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Over the past year, artificial intelligence (AI) and technology stocks have experienced remarkable growth. While these gains have boosted many investments, they
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The summer has started to wind down and unfortunately, the same could be said about the stock market recently. The temperatures and stock prices were hot, hot
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Most people build their wealth inside tax-deferred retirement accounts. Deferring taxes sounds great – but at a certain age, the IRS comes calling and you can’t
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Here we are in June 2024, and the market is at all-time highs yet again! For some, it begs the question “Is now still an OK time to invest new money?” Oddly
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As the last of the baby boomers reach retirement age they continue to be faced with significant decisions, some of which are irrevocable. One such decision
Sometimes when someone close to us passes away, we end up inheriting their retirement savings. “What’s an RMD? When do I need to take them? Over what period of
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In an election year, clients start to ask us some common questions. What will the election do to the markets? I’m afraid if “x” gets elected then [insert scary
