Recently the U.S. Treasury Department issued an update to the Series I Bond rates for the next six months. The Treasury adjusts these rates every May and
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In its simplest form, financial success stems from having adequate income to cover expenses. The trouble is that even if income exceeds expenses now, that doesn
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Here we are in June 2024, and the market is at all-time highs yet again! For some, it begs the question “Is now still an OK time to invest new money?” Oddly
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In an election year, clients start to ask us some common questions. What will the election do to the markets? I’m afraid if “x” gets elected then [insert scary
While there’s no perfect way to go about investing, Adam and Ben believe that investing before going through a financial planning process is like firing before
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When stock markets are hitting all-time highs, we often get asked the question, “is now still a good time to invest?” Our simple answer is that as long as you
2023 was another year full of important lessons for investors as stocks and bonds navigated a very unpredictable and volatile 12 months. Stocks surprised
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📈 Navigating the financial landscape in 2024! 📉 Ben and Adam discuss the impact of market recovery and the common question that comes up in conversation at the
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As we enter the final quarter of 2023, financial markets remain up and down – yet, far less volatile than in 2022. In fact, many stocks have recovered quite a
I find that many of my clients get overwhelmed with the amount of information on their investment statements or what they access online. If all you look for is
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Financial planning is ongoing because life changes, which causes you to adapt and evolve, and readjust when necessary. Planning for life after work won’t look
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The Roth IRA is a great retirement tool and should be something you're considering for your own situation regardless of your phase of life or financial profile
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