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2018 Q4 Market Commentary

Are we at a tipping point in the stock market? The economy?? Or Both??? Over the last 3 months, we have heard a number of negative headlines including but not limited to the following: Government Shutdown, Trade Wars/Tariffs, Rising Interest…

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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility…

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Tapping the Equity in Your Home

Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens against it) you now have in your home is a reservoir of funding potential. You…

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Social Security Retirement Benefits

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other benefits, retirement benefits are still the cornerstone of the program.…

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Investment Planning: The Basics

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated,…

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2018 Q1 Market Commentary

After starting the year where we left off in 2017 with the S&P 500 rising more than 7% in January, the market finally met some volatility that we haven’t seen in several quarters.  Inflation fears, higher interest rates, tariffs, privacy…

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