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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
How To Fix the Gender Investing Gap
The U.S. is facing a gender investing gap with men investing and accumulating wealth at a faster rate than women. To ensure women have enough retirement assets for their long life expectancy, closing this gap is crucial. Statistics from WorldData.info show that women on average live to be 80.2 years compared to men’s 74.5 years. It is essential that we work together to reduce the gender investing gap.
January 31, 2023
Retirement Planning
Things To Consider Before Working During Retirement
It’s important to consider a few things before making your decision to work once you retire. Your monthly payment, among other things, might be impacted, so make sure you’re in the know.
January 27, 2023
Investing
How Emotions & Behaviors May Impact Your Investing
Our deep-seated emotions surrounding money and investing are not always easy to pinpoint, yet they remain strong nonetheless. Behavioral science provides a clearer picture of why we make investment choices, as well as the emotional triggers behind them.
January 26, 2023
Dallas
Retiring in Dallas, TX
If Dallas is poised to be your retirement destination, congratulations—you’ve picked a winning spot to enjoy the outdoors and one-of-a-kind charm. Whether you are a local or planning to become one, read our insights for a fruitful Dallas, Texas, retirement, including tax-related and housing details you may not have considered.
January 26, 2023
Estate Planning
Gifting With Purpose
Gifting to your loved ones while you’re alive can be a beautiful gesture – plus, it offers you a unique opportunity to observe and assess how they handle money. What’s more, there’s an important question around this type of gifting – how much can be gifted without paying gift taxes?
January 19, 2023
Investing
The Case For Bonds As Part of A Portfolio
Following the worst performance for bonds we have experienced in over 40 years, many bond investors find themselves “shell-shocked”. While it was a tough year for bond investors, as with
January 17, 2023