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MONEY notes
Financial Planning – The Plan. Invest. Succeed. Journey
Financial planning, particularly when integrated into the management of your assets, provides you with a comprehensive suite of related services designed to help you best navigate the inevitable twists and turns of your financial life. In many respects, financial...
Quarterly Economic Review – 1st Quarter 2019
After a 20% or so downward slide in U.S. equities indices during the 4th quarter of 2018, the beginning of 2019 has been much kinder to equity investors. The S&P 500, which you can see in the 1-year chart below, fell swiftly from a September 2018 high of 2940 to a...
Estate Planning for Blended Families
With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering increasing interest. Our article last summer entitled “Managing Finances When You Remarry” proved to be one of the most popular articles we...
10 Reasons Why Beneficiary Designations Are Important
Beneficiary designations can provide a relatively easy way to transfer an account or insurance policy upon your death. However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan to go awry.We often...
Quarterly Economic Review – 4th Quarter 2018
About two weeks ago, we sent a “Market Update” to all our clients in the wake of back-to-back days of multiple hundreds of point drops in the Dow Jones Industrial Average (DJIA) and similar drops in the other major U.S. equity averages like the S&P 500...
The Growing Popularity of ETFs
In last month’s Money Notes, we talked in depth about the importance of diversifying your assets. This month, we are focusing on one of the easiest tools investors can use to achieve this aim —exchange traded funds (ETFs). Back in 1993, State Street Global...
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