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Changing the world one investment at a time

Investing in something you’re passionate about doesn’t have to be solely a philanthropic act. The practice of making good while doing good has become more widely recognized and easier to implement.

Planning for the future with a goals-based retirement

Rather than focusing solely on risk tolerance and performance measurement when managing your retirement assets, consider a goals-based wealth management plan approach.

A closer look at holiday spending

Now that Christmas has passed, retailers may see an influx of shoppers as many may begin taking advantage of post-holiday sales or exchange gifts for items that better suit their needs.

How to live off your money in a low-return world

Retired investors are facing some difficult choices in the financial markets these days. If you are retired, you know you need to take distributions month after month regardless of what’s happening on Wall Street. So what’s a retired investor to do?

Millennials -- How will you be able to retire?

Here’s the good news: if you start saving now, you will more than likely have more money in retirement than the generation right in front of you, Generation X, who are busy playing catch up. Here are some goals to strive for to help you achieve a better financial future than you may have anticipated. Even implementing a few of these items will go a long way towards securing a strong retirement.

What fantasy football can teach us about investing

At the end of the day, no single player will win you a championship. It comes down to the complete team. How the pieces perform individually matters, but how they interact is just as critical.

Expecting the unexpected in the age of Trump

Surely, there is no way the stock market would rise in the face of uncertain economic policies and an interest rate hike. Since the election, U.S. stocks are up nearly 5 percent. Over this same period, the short-term safe haven of bonds crumbled as the price of bonds declined.

Is there a big crash coming?

Radio ads, articles, political candidates claiming the sky is falling…there’s plenty of scary talk about a “major crash” looming. Does this sensationalism mesh with the reality, though?

How to minimize money woes this holiday season

With holiday sales expected to increase this year, it’s safe to assume that shops will be more crowded than ever and items will be flying off the shelves faster. Here are few tips to help you enjoy the holidays without the stress and a hefty bill.

Think rates are staying low? Think again

To the surprise of everyone who predicts rates, the 10-year treasury pushed up borrowing costs across the board, with mortgage rates rising nearly 5 percent. How can this be possible?

The time is now: Saving for retirement

As the population ages, there are many realities to be aware of. Planning for your future is more important than ever! Here are a few simple tips to help you get started.

How to hold down health care costs

As the fully insured market continues to get hit by rates increases, more employers are looking to self-funding as an opportunity to escape the choke hold of ever-increasing premiums.
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