This article discusses the recent market volatility and the importance of adhering to a long-term investment plan. It explains that volatility is common and illustrates the hazards of reacting to short-term uncertainty.
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Newsletter | February 2018
February’s newsletter features key retirement and tax numbers for 2018 and discusses alternatives to nursing homes for long-term care. In addition, it explains why it’s important to factor inflation into retirement planning and lists important questions to ask aging parents.
Read moreNewsletter | January 2018
January’s newsletter features 6 financial tips for young adults and discusses key questions in determining your risk tolerance. It also illustrates the benefits of time and compounding returns and offers advice to protect yourself from digital deception.
Read moreQuarterly Market Review | Q4 2017
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
Read moreNewsletter | December 2017
December’s newsletter features alternatives to long-term care insurance as well as tips on how you can spend your remaining FSA funds before the end of the year. In addition, it addresses the rules and penalties regarding RMDs along with what you can learn by looking back on your financial situation in 2017.
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