Investing

Quick Income Ideas

The Federal Reserve recently reported that four out of 10 American adults surveyed said they would struggle to pay for an unexpected expense of $400 or more.1 This revelation goes against the common financial advice urging adults to have three to six months of expenses saved in an accessible account for emergencies.2 Nearly everyone has…

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Why Buy an Annuity When the Market is Up?

Perhaps you are familiar with an annuity. The basic premise is that you convert a lump sum of money into a stream of income. Unlike an investment, once you commit a fixed amount of money to the insurance company, that company is contractually obligated to provide you a minimum level of income with the option…

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The Art of Being Happy

When are we happiest? A new study by the Resolution Foundation reveals that the two ages when people tend to be their happiest are 16 and 70.1 This makes sense when you think about it. Sixteen is often the first time children get a taste of independence — they’re old enough to drive and yet…

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The Stock Market in Volatile Times

You’ve likely heard a few clichés when it comes to investing: stay the course; buy right and hold tight; time is more valuable than money; etc. The point is clear, if your investments align with your goals, timeline and risk tolerance, then there may be no reason to make changes to your portfolio when the…

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Where Do We Stand as a Country?

If there’s one phrase that’s entered the mainstream lexicon as the 2016 election approaches, it’s “Let’s make America great again!” 1 Every president, regardless of party, vows to make the country better in some way, but as a whole, has America lost ground?2 Are we really not great anymore? In the big picture, our country…

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Do I Need an Investment Advisor?

Do I Need an Investment Advisor? Most of us are busy with work, kids, church, walking the dog, possibly caring for an elderly parent, and a variety of other responsibilities that consume our day.  With all that we have going on, we tend to have little to no time for ourselves.  We often neglect things…

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