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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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Stock Market

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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

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,...

Financial Planning

Market Month: January 2023

January proved to be a bumpy ride for investors, with stocks ultimately ending higher to begin the new year, despite concerns that the economy may...

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...

Stock Market

Don't Panic: A Bull Case for Equities

Both stocks and bonds are off to one of their worst starts to the year in history. The S&P 500 Index declined -12.92% through the end of April 2022,...