Archive for October 2016

Retiring Takes Effort

 The first things that come to mind when thinking about retirement may be rest and relaxation, but before you reach that point, you need a financial strategy that can support your post-career plans. A recent study found many current retirees are worried about just making day-to-day expenses:1 The median annual income for married retirees is…

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Expect the Unexpected!

 At some point, everyone’s made a decision with the best intentions, only to have things go differently than they planned. Because nobody can predict how the markets will behave, investments can sometimes fall into this category. We believe individuals should create a financial strategy that’s designed to help them work toward their financial objectives, but…

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Are You Suffering From Financial Stress?

Despite the strengthening economy and positive outlook, some people are still experiencing high levels of financial stress. Many are worried about meeting monthly expenses, with 30 percent reporting in a recent survey of over 1,000 people that concern over their financial situation keeps them up at night.1 A 2014 report by the American Psychological Association…

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The Importance of Investment Mix

As individuals progress from young adults to the age of retirement, their investment mix traditionally changes to meet their needs. This is typically a reflection of a person’s goals, tolerance for risk and investment timeline. Generally, as the time nears to tap into investments for retirement income, the mix of assets becomes more conservative. However,…

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Stock Market Performance During Election Years.

  There’s only so much a U.S. president can do to improve the performance of the stock market, but that doesn’t keep people from connecting the highs and lows with the person sitting in the Oval Office. Regardless of party, the markets have traditionally improved during election years. Eighteen of the 22 election years since…

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