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WEALTH MANAGEMENT MINUTE

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.

5 Retirement Concerns Too Often Overlooked

Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that...

Why the U.S. Might Be Less Affected by a Trade War.

The nature of our economy could help it withstand the disruption. A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially exert a drag on...

Who Is Your Trusted Contact?

A vital investment account question to be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1 You do not have to...

Why You Should Have an Online Social Security Account

The May Wealth Management Minute Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast...

Out With The Old Tax Plan - In With the New!

The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. 

The Major Retirement Planning Mistakes

Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that...

How the Tax Cuts will Impact YOU

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are...

What is Your Wealth Management Strategy?

Growth, Value, or Both? The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment.