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Past Commentary & Articles
In this recorded webinar, Kevin Kingston and Christopher Ruedi reviews costs, benefits, drawbacks, and alternatives to long-term care insurance.
Some investors have been spooked by the growing U.S. deficit and the potential for a weaker U.S. dollar. But if we peel back the layers and dive into the evidence, we believe diversified investors have less to fear.
You may be wondering how to re-create a paycheck during retirement. Financial advisor Casey Christianson suggests you take a lesson from endurance runners when preparing for life’s next chapter.
Will the winners of November’s U.S. elections influence future stock market returns? Or should investors cut off the mic on the political talk over the next month? Investment perspective about politics, asset class performance, re-openings, and more in this month’s MarketWise.
With a presidential election on the horizon, it’s important to examine how Biden’s tax proposal may affect America’s top earners. Financial advisor Justin Smith takes a high-level look at Biden’s tax proposal to give you a concise overview.
Although the story about the Greek hero Odysseus was written long ago, it has valuable lessons about the markets. Find out more in this blog post by Ed Cruickshank.
In today’s environment, it’s critical to make sure that the health care directives in your estate plan are up-to-date and complete. Dom Parillo talks about your power of attorney for health care and why it’s important.
It’s election season and some pundits are broadcasting their outlook for the markets based on a Republican or Democratic White House. Are markets really affected by election results? Danny Noonan addresses this question in his latest blog post.
The market continued back to new all-time highs in August, but economic data points show the recovery not yet in full force. More in September’s MarketWise.
How do you teach a fifth grader about personal finance? Financial advisor Maureen Wright outlines several creative examples she used in her Zoom presentation to a fifth-grade class.
This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.
Identifying the big winners of the stock market ahead of time is unlikely. And as such, it would be wise to focus on owning the haystack rather than searching for the needle.