Finding the Right Annuity for Your Financial Future
In the quest for financial security and stability, finding the right annuity can feel overwhelming. With a myriad of options available, it's easy to get lost in possibilities. But fear not—this...
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Week in Review: April 28, 2025
High Yield SpreadsAccording to Neuberger Berman, high-yield spreads have increased by approximately 200 basis points over the past two months,reaching around 450 basis points from mid-February...
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Stay Safe & Save: April's Distracted Driving Awareness Month
Imagine traveling the length of a football field blindfolded. That's what it's like when you look at your phone for just five seconds while driving at 55 mph. April is Distracted Driving Awareness...
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How to Choose the Best Annuity for Your Future
Understanding AnnuitiesAnnuities are an essential financial product offered by insurance companies, promising a steady payout in exchange for an initial investment. This type of agreement can serve...
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Week in Review
Positives in Tougher Times Bloomberg reports that even people who retired at the worst time to do so since 1926 would have made their money last 30 years by sticking to the 4% rule. Here are the...
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Maximizing Your Charitable Giving: Options and Benefits
Humans are generous, even if it might not seem that way when someone steals your parking spot at the grocery store or takes the last complimentary treat in the break room. Giving USA 2024: The...
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4/14/2025 Weekly Market Update
The Power of Copper We mentioned Copper highs last week. Fresh highs and we may see more with tariffs. What’s interesting is the power of copper. One tonne (or metric ton which is more than a ton)...
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Celebrate the End of Tax Season with These Simple Steps
Tax season has finally come to a close, and we know you’re excited to hit that “submit” button and forget all about it. But wait—before you sit back and relax (or throw out your computer), there...
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What Trump’s New Tariffs Could Mean for the Global Economy—and Your Investments
On April 9, the U.S. is poised to roll out a sweeping set of new tariffs under a policy President Trump is calling “reciprocal tariffs.” If fully enacted, these tariffs would raise the average U.S....
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Celebrating Financial Literacy Month
April is Financial Literacy Month—a perfect excuse to talk about money (as if we don’t do that all year). Understanding key financial terms is essential for making smart money choices. Financial...
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4/1/2025 Weekly Market Update
Each week, Scott will be sharing curated financial tidbits to help you stay informed and navigate the ever-changing financial landscape. Let us know your thoughts! Gold crossed $3,000 for the first...
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Fool's Day Follies
According to Reader’s Digest, there are many theories about the origins of April Fools’ Day. Some Historians believe the holiday dates back to 1582, when France switched to the Gregorian calendar....
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3/25/2025 Weekly Market Update
Each week, Scott will be sharing curated financial tidbits to help you stay informed and navigate the ever-changing financial landscape. Let us know your thoughts! Shortage of Advisor's as Demand...
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Strategies for Managing Rising Home and Auto Insurance Premiums
The Challenge of Increasing Insurance PremiumsIt's no secret that insurance premiums for homeowners and car owners have been on the rise, presenting a daunting challenge for many. These increases...
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2025 Update: RMDs and Inherited Retirement Accounts
Understanding the Impact of SECURE Act of 2019 & the 10-Year RuleThe SECURE Act of 2019 brought significant changes to the inheritance of retirement accounts, compelling most non-spouse...
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Understanding the Social Security Fairness Act Changes
The Impact of the Social Security Fairness Act on RetireesImagine dedicating your life to public service only to find your retirement benefits unfairly reduced. This has been the reality for many...
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Is the Economy Turning Toward Recession? 6/3/22024
We don’t have any empirical evidence, but our intuition is that a survey of economists guessing forward from 2020 would have predicted financial market doom with an overnight interest rate of 5.25%...
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Preparing for a Rainy Day with Emergency Funds
Life’s unpredictability is reminiscent of spring weather—clear skies can quickly turn into a downpour. Just as carrying an umbrella is essential for those unexpected rainy days, having an emergency...
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Preparing for the Rising Costs of Long-Term Care
As we age, the need for long-term care becomes increasingly apparent. The practical challenges and financial implications of ensuring adequate care can be daunting, making early planning essential....
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Wild Week Ends Unchanged
Financial markets worldwide were met with HUGE volatility last week with trading being halted in the Japanese stocks in particular. The S&P 500 was rocked with the biggest down move in 2 years and...
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