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Opportunity Zones and Inflation: What Investors Want to Know
Given the backdrop of inflation, rising interest rates and a possible recession in 2023, what can opportunity zones do for investors?
5 Reasons You’ll Blow Up Your Retirement Plan
Life never stops changing, and since a retirement plan is all about your needs and goals, you should plan to adjust as your landscape shifts.
By Jacob Schroeder, Manager of Investor Education • Published
When It Comes to Cash Yields, Cash Is No Longer Trash
With rising interest rates, have we entered a new era of attractive yield on cash and cash equivalents?
By Brian Murphy • Published
Even After a Year Like 2022, Your Retirement Income Plan Can Stay on Course
Predictions about what the markets will do or how the economy will perform are often wrong. That’s why it’s better to “prepare” rather than “predict,” and that requires establishing some basic assumptions.
By Jerry Golden, Investment Adviser Representative • Published
5 Mistakes to Avoid When Writing a Financial Power of Attorney
Financial power of attorney is a powerful tool in your estate planning tool belt, but by failing to name a backup and granting overbroad gifting powers, you could stumble into some serious consequences.
By Allison L. Lee, Esq. • Published
5 Investment Resolutions to Make for 2023
From venturing out of your comfort zone to taking an objective look at your portfolio, now is a great time to develop some new, financially healthy habits.
By Daniel Kern, CFA®, CFP® • Published
7 Ways to Automate Your Finances and Supercharge Your Savings
Starting the process can be daunting, but the sooner you jump in, the easier it could be to manage your financial life. Your future self will thank you.
By Shane W. Cummings, CFP®, AIF® • Published
Financial Planning vs. Investment Strategy: Which Is More Important?
If your experience with your financial adviser has been all about focusing on investment management rather than on holistic financial planning, you might want to consider a different approach.
By Michael E. Lewis II, CFP®, CLU®, ChFC® • Published
How to Protect Your 401(k) From a Market Crash or Recession
401(k)s You can’t control what happens in the stock market, but you can control what YOU do when there’s a downturn. To safeguard your savings, follow these investing golden rules.
By Mike Piershale, ChFC • Last updated
4 Ways to Prepare for a Personal Financial Crisis and Keep Goals on Track
An unexpected loss can send you spinning, but knowing where you stand and where to turn financially if something happens could ease some of the stress.
By Julie Virta, CFP®, CFA, CTFA • Published