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Special Market Update
Wednesday, September 28, 2022Dear Valued Clients,As we are sure you are aware we are experiencing a significant level of disruption in the capital markets globally. In the U.S. there are several contributing factors stemming from the ongoing impact of the...
Read More4 Reasons for the Return of Market Volatility
Monday, May 18, 20204 REASONS FOR THE RETURN OF MARKET VOLATILITY Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the...
Read MoreA Taxing Story: Capital Gains and Losses
Wednesday, March 18, 2020A TAXING STORY: CAPITAL GAINS AND LOSSES Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income, but also to capital gains. Capital gains result when an individual...
Read MoreMortgages in Retirement
Friday, January 31, 2020MORTGAGES IN RETIREMENT Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for...
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A Decision Not Made is Still a Decision
Sunday, December 15, 2019A DECISION NOT MADE IS STILL A DECISION Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...
Read MoreWhere Will Your Retirement Money Come From?
Wednesday, November 13, 2019WHERE WILL YOUR RETIREMENT MONEY COME FROM? For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security Social Security is the government-administered...
Read MoreMarkets Recover From Crises
Wednesday, August 14, 2019There’s an old saying, “May you live in interesting times,” and we sure have. Sometimes “interesting” means inspiring and wonderful, but other times, it can be downright scary. Even scarier is when those...
Read MoreUniversal Life Insurance
Tuesday, June 11, 2019UNIVERSAL LIFE INSURANCE Universal life insurance is permanent life insurance — that is, it remains in force for your whole life. But universal life insurance has an important difference from other types of permanent insurance:...
Read More9 Facts about Social Security
Tuesday, March 12, 2019Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
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