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March 8, 2022
With Russia at War, is it Time to Invest in Gold?

Putting money in precious metals is not like investing in the stock market. Precious metals may be a good hedge for investors facing the myriad of problems with the current global economic environment, especially raging inflation. It might work as a short-term investment but gold doesn’t pay dividends. And it doesn’t pay interest. So what is gold good for?

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March 2, 2022
Market Volatility Can Trigger Your Loss Aversion

At the foundation of your financial well-being lies your behavior. There is an entire field dedicated to study it – behavioral finance. Did the what-ifs of January’s volatility leave you feeling panicked? Your financial advisor is there to support your financial and emotional well-being, while keeping an eye on your long term investment strategy. Here are some ideas to help cure irrational investing behavior.

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February 14, 2022
3 Best Gifts for Your Valentine

Fights about money constitute one of the biggest frictions in marriage. But there are things you can do to set yourself up for a greater chance of success in your personal finances with the one you share your life with. Here are three simple gifts for reducing fights about money in your marriage.

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February 8, 2022
Afraid of a Market Correction? Get a Plan

A Market correction is on many people’s minds, especially in times of global uncertainty. It may be best to stick to your plan. Of course, if you’re worried that the plan you have in place is not the best, that’s a different conversation. And be careful about what you read and hear. It’s good to have information, but what you see in the media isn’t necessarily tailored to your specific needs. Here are a few steps to consider.

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February 1, 2022
What Can the Best/Worst Stocks of 2021 Tell Us?

The push is on to look for longer-term market trends that might shape the next few years. While many are happy to see 2021 in the rear-view mirror, the 2021 performance for the major U.S. indices was nothing short of impressive. Here’s a look at what the 5 best- and worst-performing stocks tell us, as well as some stock stories that appear to defy logic.

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January 18, 2022
Understanding Interest Rates and Your Financial Situation

There is a lot of speculation going on in the news lately about the Fed raising the interest rates in 2022 or 2023. This quick read reviews the basic concept of interest rates, to help you understand how changing interest rates may affect your saving and borrowing habits.

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January 11, 2022
Are You on Firm Financial Footing, "Personally" Speaking?

Your personal finances matter, even though you may be busily focused on your business plan. Juggling the responsibilities of your business and your personal affairs is a challenging task. However, it’s important to take some time out of your busy schedule to review your personal plan to help keep your personal finances on firm ground. Here are some suggestions that may help.

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January 4, 2022
Signs You Need a Financial Planner

Sometimes it’s hard to tell if you need a financial planner’s help with a problem or if you can handle it yourself. As happens often in life, not reaching out to a professional can delay you reaching your goals and cause you to incur more out-of-pocket expenses and lots of headaches.

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December 21, 2021
The Surprise Science of Gift Wrapping

They say appearances can be deceiving. In the case of gift giving, they might be right. Consumers in the U.S. spend billions of dollars a year on wrapping gifts, in most cases to make their presents look as good as possible. This includes money spent on paper, boxes, ribbon and pretty bows. While some people […]

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December 14, 2021
Which Way is Your Household GDP Trending?

The Gross Domestic Product (GDP) is a number followed closely by Wall Street and economists, to determine the overall economic health of our country. This macroeconomic data is most useful when viewed through your own filters. Have you considered calculating your household’s GDP to determine your economic health?

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