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By Maura Schauss, CFP® and Todd Youngdahl, CFP®
Summer is here and we are about to launch into the second half of 2019! No matter what the first part of the year held for you personally, the economy’s shaky start definitely improved as time went on. Let’s take a big-picture look at our economy as we reach the midyear mark of 2019.
By Paul Morrone CFP®, CPA/PFS, MSA
With a recent spike in volatility at the end of 2018 and again in mid-2019, investors may be asking what alternatives are available to complement the securities in their portfolios. Concerns may range from political uncertainty, to valuations, to volatility or a trade war, and it’s not uncommon for there to be many moments in history when investors decide to hit the pause button. Any advisor with a long-term investment philosophy will tell you to tune out the noise and let your money work for you in the market. Over the long term (10 years or more), history has shown us that you will likely be rewarded for the risk you took and hopefully your capital is worth (significantly) more than it was when you originally invested it. I’m a firm believer in this philosophy, but sometimes individual investors are hesitant to deploy capital at times of uncertainty and are looking to capitalize on other opportunities that will positively impact their overall financial plan that doesn’t involve a traditional investment.
Retirement looks different to different people. Some envision a time of relaxation and travel. Others view this time in life as an opportunity to connect deeper with a partner or pursue those hobbies that were always difficult to find time for while amid a career. For others, retirement is just the second act of life. This is a time when some opt to start a new career as their own boss.
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.
In a world which seems to change with each social media post, you can rest assured in our systematic process, aimed at helping you achieve financial success.
Our 'Exceptional' Guardian Advocacy Journey, Part 2
Author: Scott G. Russell, CFP®
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.
Our behaviors produce the results we see in our lives.