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AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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General
New Normal? Young Adults and Financial Interdependence
It’s a traditional assumption that part of becoming an adult means becoming financially independent. But an October 2018 study conducted by Agewave found that many young adults ages 18-34 are
July 1, 2019
General
Prenup: To Have and to Hold…Onto Your Assets
Couples spend many hours planning and a significant amount of money on their wedding, but personal finances and protecting assets deserve just as much attention and planning. When both parties
July 1, 2019
Investing
Steps To A Worry-Free 401k Rollover
The average American worker stays at a job only 4.2 years, and many had funded 401k accounts they’ve left with the employer’s plan custodian when they moved to a new
July 1, 2019
Retirement Planning
Can Your Retirement Plan Pass a ‘Stress Test?’
In our working years, we work and save toward retiring someday, creating our retirement story. Our story may include daily golfing, living somewhere different, or participating in activities we enjoy
May 31, 2019
Fraud
2018 Was a Great Year for Fraud
2018 was a record year for fraud in the U.S. and twenty-one other countries, according to Experian’s 2019 Global Identity and Fraud Report released earlier this year (February 2019). As
May 31, 2019
Taxes
Tax Planning and Your Investments
‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax
May 31, 2019
