Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
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July Market Commentary – The Fed Takes a Micro-Holiday
June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may…
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Small Business Retirement Plans — SIMPLE, SEP-IRA and Solo 401(k)
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension…
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June Market Commentary – A Hot Labor Market Complicates the Fed’s Timeline
May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk…
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Tuning Up Your Portfolio for 2023
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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Is it Time for an Umbrella Policy?
Increasing the personal liability coverage limits on your auto and homeowners insurance as your income grows is a smart move. But there are limits to how much personal liability insurers will cover as a part…
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May Market Commentary: The Fed Owned It, But Can They Control It?
April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption…
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A Note on the Invasion of Ukraine
The news about the invasion of Ukraine is distressing on a humanitarian level and unsettling when thinking about the impact of increased volatility on investment portfolios. Added to already high inflation and the market’s uncertainty…
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GMB Ep #114: Behavioral Economics With Professor John Howe
When confronted with significant decisions, our thoughts frequently stand in the way of rational decision-making. Today’s episode of Grow Money Business features John Howe, a finance professor at the University of Missouri. He is an…
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GMB Ep #113: Leveraging Mindset to Build & Sell Businesses With Dominic Rubino
Regardless of what profession or industry we’re in, our mindset is a crucial factor that defines growth. Today’s podcast deviates slightly from the norm in terms of technical content and delves deeper into the philosophical domain….
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