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3 Reasons to Run with the Bulls
Our current bull market is more than five years old. Since hitting a new high on March 28, 2013, the S&P 500 has continued to reach 67 more records—averaging almost one each week. Is this market...
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What’s Your Happiness Index?
We have all heard the adage “Keeping up with the Joneses.” For many, this adage reflects a perception of happiness – seeing what others have and believing it creates an abundance of happiness in their...
View ArticleFear Leads to 3 Costly Mistakes
To hear bad news, all you have to do is turn on the TV. Every other day another story appears about how we are in a bubble and stocks are going to crash, especially if you listen to the eternal...
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Indexing: Best Thing Since Sliced Bread?
There has been a lot of buzz lately about indexing, and for good reason. Statistics show that many actively managed investments don’t beat their benchmarks.1 So, should we all invest solely in indexes?...
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Make 2016 Pay off Big!
Social Security – Beginning April 30, 2016, the “File and Suspend” and “lump sum payment of suspended benefits” will no longer be available. If you are married, age 66 or older, and have not started...
View ArticleControl is the Operative Word!
Hello Valued Financial Partners and Friends, Being in control of your own finances is one of the great blessings of living in America. But to make this a reality—and not just a dream—ultimately depends...
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The Family Bank
Many clients have wondered how to give money to adult children without creating dependence. Financial dependence can be an “addiction that is as serious as dependence on alcohol or drugs.” This becomes...
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Financially Empowering Your Adult Children
With life expectancy increasing each year, saving for retirement is becoming more important. You’ve worked hard your entire life, sacrificed to take care of others, and now, as you’re nearing...
View ArticleForge a New & Powerful Financial Paradigm
Dear Friends and Financial Partners! How can you improve your savings and investing before and during your retirement? Here are some nifty (some might say awesome) tips to immediately change your...
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Purchasing a New Car?
Purchasing a new car can be a harrowing experience. So much has changed over the years. Remember when the average term for a car loan was three years? Rising prices have pushed lenders to draw auto...
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