5 Reasons for a Passive (Buy and Hold) Investment Strategy

5 Reasons for a Passive (Buy and Hold) Investment Strategy

Studies have shown that it is highly unlikely investors will be able to exploit market inefficiencies after accounting for the expenses of the effort. If the majority of investors understood the true benefits of a buy-and-hold strategy, some of...

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3 Questions to Ask Your Prospective Financial Planner

3 Questions to Ask Your Prospective Financial Planner

Whether you enjoy managing your own finances or not, most of us, at some point, would benefit from hiring someone with more training and experience. But with so many prospective advisors vying for our attention, sorting through the choices...

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California Retirement Mandate 2022

California Retirement Mandate 2022

California State Mandated Retirement Plans State and federal governments are shifting the responsibility of retirement saving onto business owners by requiring employers with at least five or more employees to offer retirement plans for their employees by June 30, 2022,...

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5 Tips to Start Saving Money

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

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

To all clients: 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...

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