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Mid-Year Stock Market Outlook

Mid-Year Stock Market Outlook

Blog“Mid-Year Stock Market Outlook"   It’s hard to believe we are already at the halfway point of 2024!  There are always a lot of question marks coming into a new year, however with numerous global elections already completed and a contentious US election in...

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“Bearish is Easier than Bullish”

“Bearish is Easier than Bullish”

Blog“Bearish is Easier than Bullish" No matter what is happening in the markets or wider economy it seems you can always make a case for why the market is about to crash or why we are set for another bull run.  10 different advisors or economic “experts” can view the...

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Why the Stock Market Isn’t a Casino

Why the Stock Market Isn’t a Casino

Blog “Why the Stock Market Isn’t a Casino"   I’ve heard people say before that the stock market is simply organized gambling and while I understand the sentiment I would have to disagree especially when you take into account the time it takes for a bet to play...

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Is Social Security Really Going Bankrupt?

Is Social Security Really Going Bankrupt?

Blog“Is Social Security Really Going Bankrupt?" Unless you’re living under a rock, you’ve heard some version of the statement that social security is running out of money and that we shouldn’t be counting on it for future retirement income.  While there are certainly...

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The Increase in Americans Retiring Overseas

The Increase in Americans Retiring Overseas

Blog“The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding retirement locations that they love...

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Tax Disparity

Tax Disparity

BlogMay 3rd, 2024   “Tax Disparity”   As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...

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Separating AI Hype from Investment Opportunity

Separating AI Hype from Investment Opportunity

Blog“Separating AI Hype from Investment Opportunity"   I receive a lot of questions from clients around Artificial Intelligence, where it might go in the future, and what companies or trends make the most sense to invest in.  While anyone’s answers to these...

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“Consistency is Attractive”

“Consistency is Attractive”

Blog“Consistency is Attractive" In the age of social media, it’s so easy to get caught up in what the latest trends are and then adjust to ensure your life is oriented towards those trends.  Older generations can claim that it is a “millennial” issue but keeping up...

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Are we Living in the Roaring 20’s?

Are we Living in the Roaring 20’s?

Blog“Are we Living in the Roaring 20’s?" With all of the negative headlines that are easy to pick up on and read about on the news it can sometimes be lost on us what we are currently experiencing.  Coming out of COVID in 2020, net worths are at all time highs, stock...

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Humility Comes with Experience

Humility Comes with Experience

BlogHumility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place.  I’m convinced that if someone is absolutely certain of their belief of what will...

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The Life Satisfaction Smile

The Life Satisfaction Smile

BlogThe Life Satisfaction Smile   I heard the concept on a podcast recently that was talking about what makes people truly happy.  It’s an age old question and one that I would guess we aren’t going to have a universal answer for or “solve” anytime soon.  That...

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Re-Thinking your Giving with a Donor Advised Fund

Re-Thinking your Giving with a Donor Advised Fund

BlogRe-Thinking your Giving with a Donor Advised Fund   For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits.  The fact that you are contributing to a cause that you are passionate about and one where you can see...

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Your Goals > Stock Market Movements

Your Goals > Stock Market Movements

Blog“Your Goals > Stock Market Movements” For those who’ve been reading our weekly articles for some time, you might recognize the title. We have re-visited the idea that your personal goals should hold a greater weight in your mind than what is happening in the...

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7 Important Ages for Retirement Planning

7 Important Ages for Retirement Planning

Blog“7 Important Ages for Retirement Planning" The amount of decisions and timeframes that arrive at your doorstep as you head into retirement can be overwhelming. It’s hard to keep track of what age you become eligible for Medicare vs. when you can take social...

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Do I Need Umbrella Insurance?

Do I Need Umbrella Insurance?

Blog “Do I Need Umbrella Insurance" Umbrella insurance is an important risk management tool, particularly for people who have wealth, income, or future income potential.  Additionally, it’s cheap relative to most other types of insurance! I’m always amazed at the...

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Maximize Social Security in 2024

Maximize Social Security in 2024

Blog  Maximize Social Security in 2024   Securing a prosperous retirement involves deciphering the complexities of Social Security benefits. This week’s post aims to unravel the intricacies of the Social Security calculation process and expound on four ways you...

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5 Keys to Investing in 2024

5 Keys to Investing in 2024

Blog"5 Keys to Investing in 2024" I enjoyed reading this recently published piece from American Funds.  Yes, there are concerns as we enter into 2024, but is there ever a perfect time to invest?? What a difference a year makes. At the start of 2023, market pessimism...

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2024 Housing Outlook

2024 Housing Outlook

Blog“2024 Housing Outlook" As we kick off another year, I’m filled with optimism.  Not because I think everything will be smooth sailing, but because even if we have a tough year, the economy has proven resilient over the long-term and this will be another chapter in...

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Retirement for the Next Generation

Retirement for the Next Generation

BlogRetirement for the Next Generation We have written posts in the past about setting your children up for retirement which you can find here.  In this article, we wanted to dive in deeper to this concept of a Custodial IRA (sometimes called a minor IRA).  I also...

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“The realities of Diversification“

“The realities of Diversification“

Blog “The realities of Diversification"   2023 has been an interesting year in the stock market.  As we outlined a couple of weeks ago, the rally in the S&P 500 has really been driven by a handful of companies.  When this happens, diversification can feel...

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“Stocks have a Case of Bad Breadth”

“Stocks have a Case of Bad Breadth”

Blog“Stocks have a Case of Bad Breadth"   ‘Market-breadth’ refers to the number of companies responsible for driving the returns of the overall market. If a small number of companies account for the vast majority of the market’s (or an index’s) return over a...

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“Housing Market Frustrations”

“Housing Market Frustrations”

Blog“Housing Market Frustrations" Last week I spoke about the complacency we feel in the US economy despite some attractive economic metrics.  Yes, unemployment is historically low, yes GDP grew over 4% in the third quarter of 2023, and yes inflation seems more under...

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Complacency in the US Economy

Complacency in the US Economy

Blog                                                      “Complacency in the US Economy” How bad or good is the US economy right now?  Why is it that good news seems to create negative reactions in the stock market?   Are we spoiled from the recent low interest rate...

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Common Financial Scams Targeting Older Adults

Common Financial Scams Targeting Older Adults

Blog“Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly.  I’ve personally had friends and...

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