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Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 16, 2023 · 2 min

It's never too early to start planning for your retirement, and considering a custodial Roth IRA could be a wise choice.
Personal Investor

It's never too early to start planning for your retirement, and considering a custodial Roth IRA could be a wise choice.

Aug 16, 2023 · 3 min

The most significant traditional retirement expenses.
Retirement

The most significant traditional retirement expenses.

Here's how you can potentially control these expenses

Aug 16, 2023 · 3 min

“When you invest, you are buying a day that you don’t have to work.”
Personal Investor

“When you invest, you are buying a day that you don’t have to work.”

Aug 16, 2023 · 1 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 15, 2023 · 2 min

US retail spending picked up sharply in July.
Personal Investor

US retail spending picked up sharply in July.

Spending at US retailers rose in July at a much faster pace than in the prior month.

Aug 15, 2023 · 3 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 14, 2023 · 2 min

How much do I need to save for college?
Savings

How much do I need to save for college?

In 8 years, four years of college will cost $76,845.56.

Aug 14, 2023 · 1 min

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.
Personal Investor

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.

Aug 14, 2023 · 4 min

Market Recap Week Ended August 11th
Personal Investor

Market Recap Week Ended August 11th

Mixed results Fueled by inflation data and credit rating downgrades for several U.S. banks, the indexes saw ups and downs. Markets gained ground to start the week, but the S&P 500 and NASDAQ fell for a second week in a row, by Friday’s market close. The Dow slipped sharply on Tuesday but rebounded to finish slightly higher than last week.

Aug 13, 2023 · 1 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 11, 2023 · 2 min

"Risk Comes From Not Knowing What You're Doing" - Warren Buffet
Personal Investor

"Risk Comes From Not Knowing What You're Doing" - Warren Buffet

Aug 11, 2023 · 2 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 10, 2023 · 2 min

Buying a Class A RV and traveling the country can be exciting.
Savings

Buying a Class A RV and traveling the country can be exciting.

Here are several important things you should consider before making this decision:

Aug 10, 2023 · 3 min

Navigating Your Golden Years: The Importance of Defining Your Retirement Goals
Retirement

Navigating Your Golden Years: The Importance of Defining Your Retirement Goals

Retirement is a significant life milestone that holds a different meaning for everyone.

Aug 10, 2023 · 4 min

Many prospective retirees say they lack the financial know-how for a confident retirement.
Personal Investor

Many prospective retirees say they lack the financial know-how for a confident retirement.

Of the one-third of pre-retirees financially near the line—with just enough assets to support retirement—half express a lack of confidence in their readiness for retirement.

Aug 10, 2023 · 2 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 9, 2023 · 2 min

Retirement often brings about changes in income, lifestyle, and healthcare needs.
Retirement

Retirement often brings about changes in income, lifestyle, and healthcare needs.

Here are some common benefits that you might need to replace or consider in retirement:

Aug 9, 2023 · 2 min

Motivating Quotes for Women Investors
Personal Investor

Motivating Quotes for Women Investors

Aug 9, 2023 · 1 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 8, 2023 · 2 min

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Aug 7, 2023 · 2 min

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.
Behavioral Biases Series

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.

Aug 7, 2023 · 4 min

A solid education is the foundation for a great career. We help you plan ahead.
Savings

A solid education is the foundation for a great career. We help you plan ahead.

Today let’s look at a 529 Plan.

Aug 6, 2023 · 2 min

Market Recap Week Ended August 4th
Personal Investor

Market Recap Week Ended August 4th

Stocks slide Major U.S. stock indexes stumbled to start the week, rallied after Friday’s jobs report, but ended the day with losses. While the Dow posted a weekly decline of around 1 %, the S&P 500 and the NASDAQ posted a weekly loss of over 2%.

Aug 6, 2023 · 1 min

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