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Tolerate the Volatility

Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Most attribute “the market” to company stock, but because there are various assets classes and…

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Money Management Wisdom

Take these financial lessons to heart.  You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved 10% or more of…

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Markets to Crash November 9?

We may see some volatility, but equilibrium could quickly be restored. crash What will happen on Wall Street after November 8? We can shrug and say, “who knows,” and that simple answer may be as good as any other. Trying to predict which way the market will go is difficult, even when it comes to a…

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Parents, Alzheimer’s & Money

Easing into a difficult conversation. FIDUCIARY Every eighth American aged 65 and older has Alzheimer’s disease, and 43% of Americans aged 85 and older have it, according to the Alzheimer’s Association. Consider those percentages in light of the Social Security Administration’s estimate that about 25% of today’s 65-year-olds will live past age 90. These shocking…

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Is Risk Reduction Necessary As You Age?

Two studies suggest that the “conventional wisdom” may be flawed. If you move away from equities with age, are you making a mistake? For some time, financial professionals have encouraged investors to lessen their exposure to the stock market as they get older. After all, a 60-year-old has less time to recover from a market…

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The Psychology of Saving

How many households have the right outlook to build wealth? Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving becomes a commitment. With a less positive outlook, it becomes a task – and tasks and chores are…

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Why You Should Stay in the Stock Market

One bad trading day is not the year.Market The stock market has wavered recently (I know, a bit of an understatement). A lackluster year just ended, and this year has started inauspiciously. You may be wondering … should you really be invested in stocks right now? Yes, you should be.  In moments like these, investors…

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Investing in Agreement With Your Beliefs

The case for aligning your portfolio with your outlook & worldview. Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral…

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