The U.S. stock market more than recovered from April’s tariff surprise. The U.S. stock market gained 5.8%¹ through the end of June, fully recovering from a sharp 19%¹ decline triggered by new tariff policy announcements...
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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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Whether you’re expecting a little bundle of joy or already cradling one in your arms, congratulations! This is an exciting (and maybe slightly overwhelming) time. Along with the endless onesies and midnight feedings, there are...
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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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Life insurance might seem like just another expense, especially when it’s something you hope you’ll never need. But the truth is, it could provide invaluable protection for your family if the unexpected happens. Imagine this:...
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In Part 1: Key Considerations for Long-term Care, we explored some of the data surrounding long-term care (LTC) and the factors that might contribute to greater likelihood of needing care. In this blog, we take...
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Part of our job as financial planners is to look at your financial future and figure out what can go right and what might go wrong. One of the major possibilities in the “wrong” category...
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Whether you’re changing jobs or staying with your current employer, it’s important to review your benefits carefully and make sure they still meet your needs. Review your benefits! Health insurance: Does your employer offer multiple health...
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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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