Insights Category: Investment Strategies
Financial Planning / Investment Strategies / Market Updates
New Market Highs. Now What?
February 22, 2024
We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. ...
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Financial Planning / Investment Strategies / Market Updates
Common Financial Phobias
September 20, 2023
According to a recent survey, more than half of all Americans fear for their financial futures. Another study says that...
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Investment Strategies / Market Updates
The New Tech Mania: AI
September 20, 2023
With the slow leak in the markets lately, you might not realize that we are currently experiencing an outrageous investment...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement
Navigating Retirement Pitfalls
August 16, 2023
Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Housing Starts in Decline
August 16, 2023
Did you know that last year, roughly 1.66 million new homes were constructed? This includes single-family homes (975 million), 2-4...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Insurance Needs Assessment: For Empty Nesters and Retirees
July 26, 2023
With the children now out of the house, financial priorities for Middle-Class Millionaires become more focused on preparing for retirement....
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Nine Facts About Retirement
July 25, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
9 Facts About Social Security
June 29, 2023
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
How Women Can Prepare For Retirement
June 29, 2023
For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a...
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College & Student Loans / Financial Planning / Investment Strategies / Retirement
Countdown to College
June 29, 2023
Many middle-class millionaires of course want to give their child the best opportunity for success, and for many, attending the...
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