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September 2018 Monthly Insight: Discipline in the Face of a Record Bull Market

Posted by on Thursday, September 6th, 2018 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance | 0 comments

“This is the single greatest challenge long-term investors face: finding new reasons not to sell.” Michael Batnick, Director of Research, Ritholtz Wealth Management On August 22, 2018, the U.S. Stock market celebrated a bull run of 3,453-days.  This is the longest bull market ever.  That’s right.  After nearly 9½ years, the markets are still going strong. They have risen from 677 points during the deep, dark days of the great recession to 2,861.82 on Wednesday, August 22, to become the longest bull market in history.  Yet, before the end of...

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10 Common Medicare Questions Answered

Posted by on Thursday, August 30th, 2018 in Personal Finance, Retirement | 0 comments

With the baby boom generation entering retirement, many have questions about Medicare. People are confused—both about how the system works, and how these inner workings affect their retirement decisions. These ten questions address some of the most common sources of confusion around Medicare: When to sign up, what to do if you are still working, how much it costs, and more. Click the thumbnail below to read the full...

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Child ID Theft: 8 Steps to Keep Your Kids Safe

Posted by on Monday, August 20th, 2018 in Cybersecurity | 0 comments

The latest target of identity thieves is not you, but rather your children. With little to no financial history, minors make an unsuspecting and easily exploited target. According to a Child Identity Fraud Survey conducted by Javelin Strategy and Research, one in 40 households has had one child who has suffered from identity theft. In fact, children are affected by identity theft and fraud 35 times more frequently than adults. What makes a nine-year-old’s identity so attractive? Children are not financially active, so this theft is likely to...

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August 2018 Monthly Insight: Don’t Fear the Yield Curve

Posted by on Monday, August 6th, 2018 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

“A flat yield curve, or even an inverted one, should not be on top of our worry list under today’s accommodative monetary conditions,” –Burton Malkiel, Princeton professor of economics and author of “A Random Walk Down Wall Street”, July 31, 2018 Recently you have probably heard or watched business television network entertainers, such as those on CNBC or Bloomberg Television, pontificate about a flattening yield curve and how that means we must be heading toward a recession and deep corrections in the market.  And,...

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Get Ready for 7 Serious Life Transitions Ahead

Posted by on Monday, July 30th, 2018 in Estate Planning, Investing, Personal Finance, Retirement, Wealth Management | 0 comments

Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full...

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