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It’s a new year and in spite of the recent turmoil in DC stocks ended 2020 with strong gains and a tailwind, continued into 2021 with stocks hitting new highs. Here’s 4 financial items to add to your New Years list. You may find adjustments are needed to keep your investments on track towards helping you accomplish your goals.
Read MoreAs markets hit new highs this week, it can be easy to forget that only 9 months ago we were in the middle of a bear market. It took roughly 32 days for the U.S. markets to hit bottom in March of 2020, which was then followed by a swift recovery. Which made this bear market one of the shortest in history, and may have served as a reminder that cycles are normal.
Read MoreWhat's happening in the stock market? What’s next? The election, Covid surge, economic uncertainty and huge budget deficits, these are the backdrops going into the 4th quarter.
Read MoreMost often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
Read MoreAre your emotions getting in the way? Here's a few tips on how you can avoid being a statistic, stop reacting or investing based on emotions and instead invest based on strategy.
Read MoreWorried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
Read MoreCoronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.
Read MoreThe stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
Read MoreAs we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
Read MoreFinancial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
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