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Avoid-401k-Mistakes

Avoid 401(k) Mistakes

When it comes to managing your 401(k), a small mistake can cause a major loss of capital.  Speak with a financial advisor today and avoid making common mistakes with your 401(k). 
 
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Inflation

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Financial Planning

Market Month: October 2023

August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...

Financial Planning

Quarterly Market Review: July-September 2023

The positive momentum of the first two quarters of the year did not carry over to the third quarter. Inflation continued to prove stubborn throughout...

Financial Planning

Market Month: August 2023

August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...

Financial Planning

Why Did Retirement Confidence Falter in 2023?

In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers' confidence...

Financial Planning

Market Month: July 2023

Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...

Financial Planning

Is This Bull Timid or Ready to Charge?

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...

Interest rates

September 2022 Interest Rates

Many employees who are waiting to commence their pension lump-sums, are now seeing a significant decrease in their value...

Financial Planning

Market Month: August 2022

Through the first half of August, the stock market continued to ride July's rally. Including the first two weeks of August, stocks had posted four...