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Will My Portfolio Last Through Retirement?

Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules [...]

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Inflation “Protection” Through TIPS and I Bonds

We have all felt the pain of rising prices as we go about our daily lives, whether it’s at the gas pump, the grocery store, or when we travel. Inflation in the U.S., as measured by the Consumer [...]

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Tax Loss Harvesting: What Is It and How Can It Help You?

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The Pattern of Returns: How They Might Affect You

Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term [...]

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Rebalancing: What is it and why does it matter to you?

2021 was a banner year for market growth. That’s great for your investments! So why are we talking about rebalancing? Now you can sit back and watch your portfolio grow, right? Just as important [...]

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Exchange-Traded Funds (ETF) and Mutual Funds: What are they?

If you have an investment portfolio or are considering improving your retirement strategy, we’re sure you’ve heard the word: diversify. Diversification is an important aspect of any investment [...]

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Bonds: Relevant or Not?

Does it still make sense? With Treasury yields firmly hovering near 2020’s all-time lows, the looming threat of inflation, and a Federal Reserve that recently began its long march toward policy [...]

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Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know)

Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know) If you’re working with a financial advisor or thinking about doing so, you may have stumbled across the term [...]

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How Will Inflation Affect You?

You may have heard the word inflation swirling around recently. It can sound like a scary word. But should we be concerned about it? Read on for thoughts on understanding inflation and how it’s [...]

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New Financial Advisor: Are You Getting the Best for You?

Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate [...]

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