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Heading into 2025, it’s time to reassess your financial situation and ensure you are on track to meet your long-term goals. These six steps can help you start on the right path to Financial [...]

With the economic state and fear of the debt limit, we are currently in even more unpredictable stock market returns, evaporating retirement nest eggs, and the weakening of the dollar. It’s more [...]

If you have heard fund managers talk about how they invest, you know many employ a top-down approach. First, they decide how much of their portfolio to allocate to stocks and how much to allocate [...]

Are you considering a “target date fund” (TDF) as an investment? If so, you need to consider some things before investing in one, much less selecting one. Right from the start, if you [...]

Walking through the financial maze of stocks, bonds, Exchange Traded Funds (ETS), and mutual funds can be quite a challenge. We offer the following tips to give you the know-how on building a [...]

A stock market correction is a beautiful thing, simply the flip side of a rally, big or small, and here are ten things to do and don’t do. Theoretically, even technically, I’m told, [...]

In the past, I have written about how emerging markets could present an investment opportunity for many. Yes, the US markets have been in a serious bull market now for many years despite some [...]

In today’s ever-changing world of financial planning, the advent of robo-advisors has become more commonplace. Of course, there are advantages and disadvantages to the use of investment tools. In [...]

Attention to Year End Finances It is the end of the year, and that means a few things for people financially. For some, it means that they will start gathering their paperwork to do the all [...]

Do you wonder where you need to keep certain assets? By that I mean do you know where to keep what as far as tax advantaged or non-tax advantaged. Because not all assets should be kept in the [...]