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Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.
First quarter 2016 earnings expectations as of the end of April are for yet another quarter of sales and earnings contraction. Excessive optimism has been a consistent theme for more than a year. Is it possible for the market to grow the estimated 15% by year end?
Fed Chair Yellen’s speech at Jackson Hole, Wyoming on August 26, 2016 offers an expose on the Fed’s toolkit, past, present, and possibly future.
We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.
June brings some extra dividends from funds which pay semi-annually. It’s also when investors have more difficulty understanding their account statements. A basic knowledge of dividends and how they’re reported can replace frustration with understanding.
Are you leaving money on the table? Capturing your entire 401k match is vital to optimal financial planning. Here are ideas for fully understanding your match, structuring your employee contributions, and implementing contribution strategies to maximize benefits.
Have you watched The Dow thinking why your stock portfolio is acting differently? Have you wondered what to expect in good markets or bad? Learning simple facts about indices, benchmarks, and performance strategies will shed light on many questions.
