December Recap and January Outlook While the equity markets, as measured by the S&P 500 index, was up in the third quarter, December was a disappointment from the gains seen in October and November. There’s…
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The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance retirement savings for those close to…
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It’s not the most imaginatively named legislation, but the SECURE 2.0 Act does a lot to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial…
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The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made,…
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Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture…
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Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
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Life insurance has three main categories: term life, whole life (also referred to as permanent), and universal life. Each type is distinctive, with its own set of benefits and features. Choosing the best one depends…
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Investing can take many forms, and an investment plan often changes throughout your financial journey. But one of the core principles of building a portfolio remains, regardless of your investment strategy’s time horizon, risk profile,…
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November Recap and December Outlook We’re on the home stretch of a year in which “unprecedented” doesn’t even begin to capture it. Nothing went according to plan, for anyone, from Russia’s invasion of Ukraine to…
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“Retirement is wonderful if you have two essentials — much to live on and much to live for.” As you’re climbing the corporate ladder, you’ll be contributing to an employer-sponsored retirement plan. But often, if…
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