As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions
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How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our emotions
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Now that the election is over, what will the new administration prioritize in the new year?
Take a look at a few things we’re watching in the months ahead.
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Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
What do presidential elections mean for your portfolio?
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What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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