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Investment

Earnings for All Seasons

What is it and why is it important? While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season, and…

Market News

Monthly Economic Update: March 2019

Economic Growth Moderating, Though U.S. Services Sector Still Strong Leading data overseas hints at slower growth in U.S. manufacturing to come. The tone of moderating growth for the U.S. economy emerged in February with the “initial” estimate of fourth…

Financial Planning

Midlife Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you…

Retirement

Could Assumptions Harm Your Retirement Plan?

Three common misconceptions to think about. Assuming retirement will last 10-15 years. When Social Security was created in the 1930s, the average American could anticipate living to age 58 as a man or 62 as a woman. By 2014,…

Retirement

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence. The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2018 Retirement Confidence Survey by…