5 Tips to Start Saving Money

Are you a saver or a spender? Savers love to save and even get excited about the prospects of having money put aside. Unfortunately, many of us fall into the spender category. If saving money doesn’t come naturally to you, you...

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Term Life Insurance vs. Whole Life Insurance

With all the available life insurance options, it can be confusing to understand which type of coverage is right for you. Here is what you need to know. What is Term Life Insurance? Term life is an insurance policy that features...

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Investing in I Bonds: Making Lemonade out of Inflationary Lemons

Is rising inflation souring your financial plans? As we covered in our report, “Interest Rates, Inflation, and Investment Strategy,” protecting the bulk of your wealth is mostly about building and maintaining a well-structured investment portfolio with a few anti-inflation...

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Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

After taking a closer look at interest rates and inflation in our last two posts, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big...

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Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Has rising inflation got you down? In our last piece, “Understanding Interest Rates," we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation. How Do We Measure Inflation? Inflation is...

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Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed...

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On the Topic of Ukraine

Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the latter. Time will tell how his plans will play out. If there’s one thing we do...

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Modern Portfolio Theory: Evidence-Based Investing

How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What Is Evidence-Based Investing? Evidence-based investors build and manage their portfolio based on...

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Secure Your Financial Future with Fischer Investment Strategies

"Work hard, but play harder,” advises Ted Fischer, of Fischer Investment Strategies in Westlake Village. “Seriously, I believe you need to enjoy what you do in life. If you do, it is no longer work. People are not dumb....

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Advice for Year End Financial Planning

ERecognition for your work should be a celebrated achievement. Especially in a community filled with talented professionals that strive to be the best in their respective fields. When people search for financial advice, they look for a respected firm...

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