The Nature of Risk

When you invest money, you are putting it at risk — all investments can lose money. The key is to gauge your risk, and to not put more money at…

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The Financial Stress Toll (of Late)

In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to: Higher inflation (87%) Ongoing supply chain…

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The War on Oil Prices

As with any major global conflict, we learn things. The pandemic taught the U.S. the importance of reshoring manufacturing jobs, so we aren’t beholden to other nations, like China, for…

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Windfall Imaginings

Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual. After all: The U.S. is experiencing the greatest wealth transfer…

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Are We Back to Normal Yet?

It’s been two years since COVID-19 hit U.S. shores, but are we anywhere near pre-pandemic normal yet? It doesn’t look like it. The stock market, while volatile, recovered nicely from…

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What We Worry About

Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples…

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An Update on Municipal Bonds

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…

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