Staff

16
Aug

The Yield Curve is Inverted. Don’t Panic.

The Yield Curve is Inverted. Don’t Panic. Wednesday was another “interesting” day in the markets. The S&P 500 Index was down almost 3% on the day – and follows on the heels of last Monday, where the market was also down nearly 3%. It’s been an eventful week and a half. Rather than dissect what’s caused these drops (and annoy

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13
Aug

Back to School: Five Surefire Ways to Boost Your Financial Education

Back to School: Five Surefire Ways to Boost Your Financial Education August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little brighter

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6
Aug

What Does it Mean to Call China a Currency Manipulator?

What Does it Mean to Call China a Currency Manipulator? Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments. Source: Retirement Researcher What Does it Mean to Call China a Currency Manipulator?

19
Jul

How to Transform Financial Stress into Retirement Confidence

How to Transform Financial Stress into Retirement Confidence Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they don’t feel very

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16
Jul

3 Ways to Help a Charity With a Gift of Life Insurance

3 Ways to Help a Charity With a Gift of Life Insurance America is a charitable nation. More than two-thirds of Americans (69%) give to charity each year. That means you probably do too. But did you know that there are other ways to give to charities besides just writing a check or supporting a Go Fund Me campaign? A

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12
Jul

Ignore the Financial Media

Ignore the Financial Media WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment… Source:

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9
Jul

Sizzlin’ Summer Series: PART 3

Sizzlin’ Summer Series: PART 3 What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning

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9
Jul

Financial Health Checklist

Financial Health Checklist Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the way. It helps to not only have a clear goal in mind, but

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19
Jun

This Annuity Awareness Month, Explore FIAs

This Annuity Awareness Month, Explore FIAs For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for retirement to investigate options such as fixed index annuities (FIAs), to examine how these

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14
Jun

Father’s Day and the Gift of Retirement Readiness

Father’s Day and the Gift of Retirement Readiness Our executive director, Jim Poolman, shares his thoughts on fatherhood and retirement to celebrate Father’s Day.  This weekend, millions of dads around the world will be celebrated by those who appreciate and depend on them. It’s a beautiful moment to remember not just the reward, but also the responsibility that accompanies fatherhood.

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