Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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2023 financial market appreciation was well above expectations. Despite two wars, multiple bank failures, the highest global inflation seen in decades, and the U.S. almost defaulting on its debt, both stock and bond markets appreciated...
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Intelligent people make investment mistakes. As we start a new year, one resolution should be to do our best to avoid these surprisingly common investment errors. It’s important to exercise caution not only with potential...
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This article from Dimensional Fund Advisors reflects on the stressful headlines from the past year and the importance of taking a long-term view when it comes to investing. As we usher in a new year,...
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After suffering through many years of low interest rates, investors are relieved to finally be earning a real return on their cash. Money market funds continue to yield north of 5% after earning less than...
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US economic growth moderates and near-term recession risks recede. U.S. economic growth has slowed to a 2.4% year over year real growth rate through the second quarter as the effects of Fed policy and removal...
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The last several years have certainly tested investors. If we’ve learned anything, it’s to expect the unexpected—pandemics, debt defaults, bank failures. There will often be something on the sidelines waiting to foil the jubilance of...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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An eventful second quarter. In May, First Republic, a well-regarded mid-sized bank, experienced a rapid decline in deposits, forcing the FDIC to merge it into JPMorgan Chase. In early June, Congress avoided the U.S. defaulting...
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With ever-increasing technology capabilities and automation, you might wonder what this means for the financial advisory business. Will ChatGPT be able to take the place of a human advisor? The reasons ChatGPT will not replace...
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