Investment Trends for 2017

There are plenty of changes on tap for the 2017 investment horizon, not the least of which is a new business and investment-minded president in office. In its investment outlook…

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The Old-School Stool

The proverbial “three-legged stool” of retirement funding traditionally comprised Social Security, a company pension and personal savings, but that stool has been wobbly for quite some time. In fact, the…

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Avoiding Biased Decision Making

When you hear something repeated enough times, doubts may start to slip away, and eventually it’s accepted as a fact. Believing the things that are imbedded in our psyche because…

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Calculating Retirement

Yogi Berra once said, “You’ve got to be very careful if you don’t know where you are going, because you might not get there.”1 When it comes to retirement, plenty…

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Retirement Matters

If you’re wondering how much of a Social Security payout you may receive, one number to keep in mind is 35. Your benefit is based on your 35 highest years…

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Retiring Takes Effort

The first things that come to mind when thinking about retirement may be rest and relaxation, but before you reach that point, you need a financial strategy that can support…

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Debate on Indexing Heats Up

When the first index mutual fund was introduced 40 years ago by Vanguard, it opened with $11.3 million in assets. 1 Today, the Vanguard 500 Index Fund holds more than…

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