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Dec 6, 2018

Holiday Shopping Tips

Last minute shopping…It’s not nearly as popular as it once was, thanks in large part to online shopping. But 57% of holiday shoppers still believe they’ll be finishing up their gift-purchasing in December.

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Dec 3, 2018

Role Reversal: Becoming Legal Guardian for Elderly Parents

Concerned about your elderly parent’s safety or ability to make sound decisions? It might be time to consider becoming a legal guardian for your parent. We’ve laid out the basics of legal guardianship and what the process might entail for you.

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Nov 26, 2018

Give your Portfolio a Boost: Diversify During Cyclical Markets

Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.

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Nov 19, 2018

Gray Divorce: What You Should Know

While any divorce comes with complexities, gray divorce comes with a unique set of issues to consider. And because gray divorcees are generally closer to retirement, there’s limited time to rebuild any wealth lost during the divorce process. It's important to understand the most impactful areas of gray divorce settlements so you’re not sacrificing your retirement in the process.

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Nov 15, 2018

Bedel Financial Forum: Market Expectations for the Long- and Short-Haul

This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.

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Nov 14, 2018

Reflections from 18,885 Feet

Investment lessons learned during a trek up Mount Kilimanjaro?? It might sound crazy, but…Follow along as Bill discusses the lessons he learned during his climb up Mount Kilimanjaro and discover how they likely apply to your investment portfolio.

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Nov 12, 2018

Can You Recession-Proof Your Investments?

Recessions are a fact of life in the world of investments, but there are ways you can help to protect your portfolio from periods of economic downturn. Because no one can accurately predict just when a recession will hit, it’s important to be prepared. Read on for our tips and strategies on preparing your investments to weather the storm.

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Oct 29, 2018

Point of Interest (Rates)

Interest rates are on the rise! What does this mean for your money? Well, it could be good or bad news depending upon where you keep your cash holdings. We’ve outlined how rising interest rates could affect your loan rates, credit card rates, investment returns, and more. Read on to ensure you’re getting the most yield from your cash holdings while those rates continue to rise.

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Oct 22, 2018

Maternity and Paternity Leave: Are You Financially Prepared?

When contemplating a pregnancy or an adoption, be sure to understand your employment benefits. Parental leave policies and insurance benefits can cover associated costs as well as provide income while you are away from work.

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Oct 15, 2018

Tax Planning & Capital Gains: Now’s the Time to Tackle It!

With just over two months left in 2018, now is a good time to start your tax planning, and analyzing your capital-gain situation could result in a lower tax bill come Tax Day 2019. By considering various strategies to offset your capital gains, you could reduce your tax impact and keep as much of those gains in your pocket as possible.

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Oct 8, 2018

Is Your Financial Institution Right for You?

Financial institutions are a dime a dozen these days, so how do you know which one is right for your needs? We explore the different types of banks to help you better understand the pros and cons and make an informed decision.

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Oct 1, 2018

Margin Loans: A Savvy Way to Use Your Brokerage Account?

Many investors aren’t aware of their ability to borrow against their portfolios. But margin loans, at times, can be an effective tool for securing needed funds. It’s critical to ensure you understand the tax implications, as well as what a margin loan might mean for the overall health of your portfolio. Read on as we discuss the pros and cons of margin loans and whether they might be right for you.