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Tariffs, Trade Wars, and Trump Tweets, Oh My! Thumbnail

Tariffs, Trade Wars, and Trump Tweets, Oh My!

Here we are nearing the last quarter of 2019 and there is no lack of things for capital markets to be upset about. Whether it is trade tensions with China, an inverted yield curve, or the markets reacting to the latest tweet from our POTUS, I find myself fielding the same question from both existing and prospective clients. “What does the future hold?” (or some form of that). Unfortunately, my crystal ball is broken but my answer these days boils down to this: volatility.

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Equifax Data Breach Thumbnail

Equifax Data Breach

The settlement between Equifax and the US Government over their 2017 data breach has been reached. There have been plenty of headlines and talk surrounding the settlement. I wanted to take some time and highlight the important things to know and considerations if you were affected.

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Best College Saving Strategies Thumbnail

Best College Saving Strategies

It’s no secret that student loan debt is a major problem in this country. Many individuals in the generation that is now having babies and raising children are still paying down student loan debt. As a result, parents and grandparents are thinking more proactively about saving and planning for college expenses. Here are my favorite three strategies to save for college expenses.

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2019 First Quarter Market Update- Barbeques and Bull Markets Thumbnail

2019 First Quarter Market Update- Barbeques and Bull Markets

Summer is clearly here and for many of us that brings so many of our favorite things. Sunshine, warm weather, lakes, boats, pools, vacations, barbeques and in the case of second quarter markets; another quarter of overall positive market performance since the recent decline at the end of 2018.

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How do I find the Right Financial Advisor? Thumbnail

How do I find the Right Financial Advisor?

With a growing number of individuals referring to themselves as financial advisers it’s no surprise why investors are facing challenges around finding the right financial professional to partner with. As a financial adviser, I understand it can be confusing for investors to distinguish between different types of financial advisers, their licenses, credentials and the services they provide.

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2019 First Quarter Market Update- Redemption Thumbnail

2019 First Quarter Market Update- Redemption

Have you ever overreacted? Of course you have. Maybe your spouse did or said something that normally would only be mildly irritating, but for some reason on a particular day it really upset you. This might cause you to say something you later regret. The chances of us as human beings overreacting to something increase when we are tired, hungry, or under the weather. In other words, when we are under duress it is not uncommon for us to be moody.

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2018 Year in Review, Market Update  Thumbnail

2018 Year in Review, Market Update

As far as investing is concerned, I prefer years that are easily forgotten. It’s easy to forget years where the market hits its “average performance”. Unfortunately, markets do not like to hit their averages each year. In fact, markets very rarely return their multi-year average in any single year. For the last century, the S&P 500 has returned an average rate of return of about 10% per year, yet from 1926-2018 the index has only returned between 8%-12% seven times. Seven years out of 92!

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Risks and Opportunities for the 2018 GM Buyouts Thumbnail

Risks and Opportunities for the 2018 GM Buyouts

Shortly after releasing a strong third-quarter earnings report for 2018, GM sent correspondence to 50,000 of its employees that the company will be offering a voluntary severance package. The package is being offered to about 18,000 salaried employees who have 12 years or more experience.

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DIVORCE: Things to be conscious of when “Consciously Uncoupling” Thumbnail

DIVORCE: Things to be conscious of when “Consciously Uncoupling”

Have you ever heard the term “conscious uncoupling?” It was used to describe the reason for Gwyneth Paltrow and her former husband Chris Martin, lead singer from the band Coldplay, for getting a divorce back in 2014. What many of us don’t know is this term was coined by Katherine Woodward Thomas, the US psychotherapist who advised Gwyneth Paltrow during that time. When asked about the idea behind the term Woodward described it as a better way to describe a relationship ending with “goodwill and respect.”

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