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News & Insights

October Stock Pullback Reflects Normal Volatility

Although the specific triggers for a pullback are almost always unexpected, they happen regularly and are a part of normal market volatility. We don't think this time is different.

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You Can’t Predict – but You Can Prepare

No one knows what the future holds – but it’s not totally out of your control. You can help ensure your loved ones have the financial resources to live the life you want for them.

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Don't Mix Election Politics with Investing

A strategy of staying invested in a portfolio of stocks and bonds worked every time despite the differences in returns based on who held power in Washington.

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Help Stay on Track by Staying Invested

Are you tempted to take a vacation from investing? Missing just a few of the “best” days to invest can be costly.

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How Secure Is Social Security?

Are you counting on Social Security when you retire? The program faces challenges – but there are ways to keep it on solid footing for years to come.

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Are You Overdue for a Financial Review?

We’re more than halfway through 2018. If it’s been awhile since you met with your financial advisor, now would be a good time to schedule a review.

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Will Higher Tariffs Halt Global Growth?

Is a trade war on or off? Periodic announcements of higher tariffs have been disruptive and made investors uneasy, but stocks have rallied in relief when tensions subsided.

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3 Keys to Your Financial Freedom

The beauty of retirement is that it’s up to each of us to design it. Here are three key questions you should ask yourself now to help you think through how you see your retirement.

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Put Your Excess Cash to Work for You

Have you been holding on to your cash? If so, you may want to put some of it to work toward your long-term goals.

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Are You in Control of Your Legacy?

Developing an estate strategy is not merely about wealth. It’s about putting you in control of your legacy, ensuring the items most important to you are cared for as you intend.

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Don't Let IPO Buzz Cloud Your Judgment

Before making an investment decision, it's important to research the company and determine if its stock would be a good fit for your investment strategy and portfolio.

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Long-term Investing: Four Lessons for Staying on Course

Whether you're a new or experienced investor, these four simple lessons can keep you on track during market uncertainty.

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Does Your Life Insurance Affect Your Life?

Marriage, children, retirement – your life can change over time. But is your life insurance keeping up with these changes?

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The Four USES of Cash

It’s important to have cash on hand – but do you know how much you really need? Our USES acronym can help.

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2018 Tax Reform: What You Need to Know

New laws are expected to go into effect after Congress passed tax reform. What does that mean for investors?

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Bitcoin and Cryptocurrency: Long-term Potential or Short-term Buzz

The meteoric rise in the price of bitcoin has dominated headlines recently. But the price of bitcoin and other cryptocurrencies has been extremely volatile due to significant uncertainties for these reasons.

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The Risk of Not Investing

Although investing poses risks, such as the risk of declines, not investing can also be a risk to your financial future. The key is finding balance.

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Driving Growth in a Maturing Communications Sector

The communications-services sector is experiencing the convergence of different types of services.

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Tax Diversification Strategies for Retirement

Changes in tax rules, much like the stock market, can be unpredictable. Tax diversification may help counter the tax environment and provide flexibility in retirement.

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Too Much of a Good Thing - The Impact of Stock Overconcentration

“Too much of a good thing” may actually be exposing your portfolio to greater risks.

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Your Investment Mix Matters

The best asset allocation is one that is designed to help you reach your financial goals.

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    How we create a financial strategy together

    Learn how we work toward achieving your financial goals in a way that fits your current needs.

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    Disciplined approach to research

    We're very selective about the types of investments we recommend.

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