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Past Commentary & Articles

Article
October 11, 2022
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Cooler weather may have you thinking about moving to someplace warm, maybe even to a tropical paradise outside the U.S. You may also be thinking of downsizing or finding a home in a place with a lower cost of living to help you stretch your retirement dollars.

Article
September 22, 2022
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Making good investment decisions is only part of the battle; every investor must be able to survive bear markets. You don’t have to like them, but you must be able to tolerate them.

Article
September 14, 2022
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How do we stay on course when the economy appears to be in freefall? Perhaps we can borrow a slogan that our neighbors across the pond invented just before World War II. The British, known for having a “stiff upper lip” in the face of adversity, simply tell themselves to “KEEP CALM AND CARRY ON.”

Article
September 13, 2022
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The long-term effects of the pandemic and the associated fiscal and monetary response have led, in many ways, to unprecedented times in financial markets and the broader economy. This leaves investors in unfamiliar territory.

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