Latest
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Your Optimism About Money Has Grown A Lot Since The Pandemic, Survey Shows
More Americans believe they will be even better off financially a year from now, a new Fed survey shows.
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January CPI Report: What the Experts Are Saying About Inflation
CPI A hot reading on inflation means interest rates will stay higher for a little longer.
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How to Ride the Waves of Interest Rates and Inflation
Asking yourself 'why' you feel the need to make a change in your investment strategy is a good way to help you decide whether you actually need to make a change.
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Expecting a 12% Return on Your Portfolio? That’s Dangerous
When you factor in volatility and inflation, as well as taxes, fees and asset allocation, a more realistic expectation would be 7%, maybe even 5%. Here’s why.
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December CPI Report: What the Experts Are Saying About Inflation
CPI A hotter-than-expected CPI report means the Fed won't be cutting interest rates as aggressively as hoped, experts say.
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The Four Headwinds of Retirement and How to Combat Them
There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security.
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Five 2023 Financial Events and the Timeless Lessons They Reinforced
From aggressive interest rate hikes to bank failures to the rise of AI, this year has shown us why it’s important to both take advantage of opportunity but also keep a level head with our financial plans.
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Four Ways to Curb Impact of Inflation and Bad Timing on Retirement
A down market right when you retire is bad luck, but add inflation to sequence of returns risk, and you’re facing a double whammy. Here’s how to prepare for that.
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Five Overlooked Factors When Planning for Retirement
Not only can taxes, inflation and health care costs catch you unprepared in retirement, but so can the costs of supporting others and paying for the fun stuff.
