SA-2 presents a number of important changes that we believe should have important and positive implications for retirement savings.
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Every year at this time, hordes of Wall Street strategists issue their prognostications for the performance of the financial markets in the coming year. They
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With the heightened volatility in the financial markets this year, the subject of risk and risk management has taken on greater emphasis.
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One thing we know about the financial markets is that they are, by definition, volatile. Ironically, it is this volatility that is a necessary element for the
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Financial planning may have a nebulous meaning to a lot of people. Financial planning involves a holistic approach to looking at all aspects of a client’s
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Tax deferred savings accounts such as IRAs or 401Ks are powerful ways to build retirement nest eggs. Until 1998, the only IRAs available to investors were
As financial planners, a lot of the work we do involves looking ahead to the future and making assumptions for things like returns on various types and classes
My daughter recently graduated from a master’s program at a university in Texas. My wife and I attended the ceremony and made a car trip out of it, visiting the
Webster’s dictionary defines the word volatility as “characterized by or subject to rapid or unexpected change.” Interestingly, Webster cites the stock market
An important aspect of our due diligence as it pertains to investment management is our quarterly investment strategy meetings.
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