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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
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Investing
5 Things to Consider During a Bear Market
During a bear market, emotions may cause anxiety for some as they watch the market valuation of their portfolios decline. However, for others, a bear market is a buying opportunity.
July 1, 2022
News
Rising Rates, the Stock Market, and Your Portfolio
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your portfolio. With The Fed increasing the target range for the Federal Funds Rate to help
June 29, 2022
General
8 Indicators of Financial Wellness
Financial wellness is a state of being where you are in control of your personal finances. Financial wellness means you can cover expenses and save for future goals. Consider financial
June 27, 2022
Taxes
Get Organized for Next Year’s Taxes
With April 15th in the rearview, taxes might be the last thing on your mind. But believe it or not, now is the perfect time to reconfigure your organizational system
June 15, 2022
Investing
May 2022 Market Review
year to date returns in context “When you develop your opinions on the basis of weak evidence, you will have difficulty interpreting subsequent information that contradicts these opinions, even if
June 8, 2022
Houston
Retiring in Houston Texas
Whether you’re a lifelong Texan or have always dreamt of moving here, what do you need to know about a Houston retirement? There’s a lot to look into. Finding your
May 31, 2022