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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.
Earnings season for the first quarter of this year is virtually complete. We are witnessing consecutive quarters of earnings contraction not seen since 2009. The hope that revenue and earnings growth would have resumed by now has been postponed until the second half of the year.
This is not meant to be just a philosophical question, but a very practical one. What you believe moves the market affects how you make your investment decisions. Realizing that you don’t know the answer can be more valuable than thinking with certainty that you do know.
How can you benefit from the time and effort you have put into preparing your taxes? Before you file away your tax return, learn more and seize the opportunity to plan ahead!
Recent Department of Labor (DOL) Fiduciary Rule changes may have you wondering, “Who’s really advising me?” Asking the right questions can help guide you to the appropriate path for your unique financial and lifestyle goals.
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.
It’s been a tumultuous period since September 2014 when the first crack appeared in the bull market which started in 2011. One year later, the August 2015 tremors would confirm a market that had topped and was correcting. The January aftershocks squelched any remaining euphoria evident in the preceding October rally.
