The Importance of Investment Mix

As individuals progress from young adults to the age of retirement, their investment mix traditionally changes to meet their needs. This is typically a reflection of a person’s goals, tolerance…

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What Are Smart Beta Funds?

Index funds are generally comprised of public companies grouped by market capitalization. For example, you may have a large cap index fund linked to the S&P 500 Index, or a…

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The Pre-Retirement Bucket List

Crossing items off a bucket list is one of the things pre-retirees look forward to most. However, there are some things to check off during your working years that could…

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What’s New With Social Security?

Before the Bipartisan Budget Act of 2015 passed, the Social Security Disability Insurance Trust Fund was projected to be depleted sometime this year. Congress shifted tax revenues from the Old…

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