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Next Gen Series: Rent or Buy?

Friday, March 15, 2019

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When the question of owning a home versus renting arises for our adult children and grandchildren, we can pass along our knowledge as homeowners to help them figure out how ready or not they are. Discussion points to consider are: Determine if the young adult is ready for the added responsibility Check your credit before beginning the home buying process to ensure nothing is hindering your credit score. Get pre-approved for a mortgage to help identify any potential obstacles as well as make yourself more competitive in the market. Write out a list of “must haves,” “nice to haves,” and…

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Monthly Market Update for February 2019

Thursday, March 14, 2019

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Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: Relative calm permeated the globe, sustaining the rally in risk assets throughout February. Ongoing trade discussions between the US and China delayed tariff escalation and fostered hopes for a deal. Continued efforts by Prime Minster May to negotiate a workable deal/extension between the UK and the EU lowered the odds of a “hard Brexit.” Broadly positive measures of the US and global economy also helped sentiment readings improve. Issues…

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Reminders on How to Help Protect Your Information This Tax Season

Wednesday, February 13, 2019

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• Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They send letters that can be verified. • Never open a link or any attachment from a suspicious or even unfamiliar email. • Continue to review your credit reports to detect any suspicious activity as early as possible. • If possible, file early. The later you file, the greater window of time scammers have. • File taxes electronically with direct deposit. • Keep tax paperwork in a safe, locked…

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Monthly Market Update for January 2019

Wednesday, February 13, 2019

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Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: The New Year brought a new attitude toward risk assets, propelling the S&P 500 to its best January since 1987 and its strongest monthly outcome in over three years. Though there is still significant concern over global growth, Brexit, China and the US government shutdown, there was enough positive sentiment to reinvigorate investors. With the March 29th deadline approaching, there continues to be no clear predictable outcome for Brexit….

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Long-term Investing – It’s Not Always Easy

Friday, January 11, 2019

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Background Formally defined by Merriam-Webster, an investment is “the outlay of money usually for income or profit.” Generally intended to meet financial objectives years into the future, the act of investing is consequently a long-term endeavor. Despite this fundamental understanding, investors of all levels of sophistication spend a great deal of time and energy focused on short-term events and outcomes. A recent blog post by Behavioural Investment provides a fairly exhaustive list of reasons explaining why this phenomenon persists and argues how it often leads to emotional decisions that can make investors worse off.  Average Returns Typically Elusive Investors today…

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