Money and Clock
What Is Financial Security and How Much Do You Need to Make to Achieve it?
Wealth Management09/18/2024

Americans, on average, estimate that they would need to make $233,000 per year to feel "financially comfortable" or "secure with their finances." And to be rich and achieve financial freedom, they...

2024 Bitcoin
New Bitcoin ETFs Recently Hit the Market — Are They Worth Buying?
Wealth Management07/17/2024

The new Bitcoin ETFs (Exchange Traded Funds) now make it possible to get exposure to the cryptocurrency by proxy through funds that are traded like stocks on various US Stock Exchanges. Previously,...

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Forecasts: Reasonable, Methodical, and Wrong
Wealth Management07/10/2024

Late in 2022 the strategy team at Goldman Sachs Research released their forecast for the U.S. stock market in 2023.1 Based on what had happened the year before and on where the economy appeared to be...

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Estimating Your Retirement Income Needs
Wealth Management06/19/2024

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...

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Don’t Let Your Retirement Savings Goal Get You Down
Wealth Management05/29/2024

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. As with many of life’s toughest challenges, it may help to focus a...

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How Much Do You Really Know about Your Employer’s Retirement Plan?
Wealth Management05/22/2024

Gauge your knowledge and find out how much you really know about your employer-sponsored retirement savings plan. If you’re like many people, you have many ideas about how your plan works, which may...

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Charitable Giving
Wealth Management04/24/2024

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction and can save you money in estate...

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Don’t Let Emotions Get in the Way of Your Financial Plan
Wealth Management04/03/2024

Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...

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Three Reasons Why the 60/40 Allocation can be a Good Starting Point
Wealth Management03/13/2024

Many people have the misconception that the primary goal of investing is to make as much money as you can as fast as you can. Unfortunately, you can't just order up outsized returns like a delivery...

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