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Recessionary Fears and the Magnificent Seven
Navigating the Economic Landscape As a financial firm dedicated to guiding our clients through the ever-changing economic landscape, we have been closely monitoring recent market trends and the performance of the S&P 500 index, including the "magnificent seven"....
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More Articles
Having A Solid Money Management Plan Is Critical
Should Everyone Have a Financial Plan? No matter your financial circumstance, everyone should have some level of money management plan. Sounds daunting, doesn’t it? It really isn’t. The degree of money management required is completely dependent on your situation and...
Economic Landscape: 2022 Market Review & 2023 Economic Predictions
Now the dust has settled, it’s time to look back at the incredibly testing investment year that was 2022. The consensus among many seasoned financial advisors is: 2022 was the strangest year they’ve ever experienced. When conducting a 2022 market review, I realized...
Retirement & Financial Planning For Young Adults
Is Retirement Planning for Older People? Often, young adults fall into the trap of thinking financial planning isn’t for them. Planning for retirement is for older people. Right? Honestly, financial planning for your adults is often overlooked. When, in fact, getting...
Investment Insights: 2022 in Review and a Look Ahead to 2023
Let’s Learn From 2022 So Your Money Can Do More in 2023 The challenging investment year that was 2022 is finally behind us, and we can now look forward to a new year and new investment opportunities. 2022 was marked by market volatility, and I believe that volatility...
When Will the Markets Stabilize? What We Know So Far
Are the Markets Finding Their Footing? Perhaps – But That Should Not Change Your Long-Term Investment Strategy as We Seek Market Stabilization Just 30 days ago, and two weeks before the last Federal Reserve meeting, I suggested that the Federal Reserve would find...
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