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3 Wealth Planning Tips for the Self-Employed

Tue, Sep 6, 2022

3 Wealth Planning Tips for the Self-Employed

We could talk for days about the perks of being your own boss. But have you considered how a self-employed lifestyle could impact your long-term financial plan? Don’t overlook these three key areas if you’re working for yourself.

ETF vs. SMA: Which is Right for You?

Wed, Aug 31, 2022

ETF vs. SMA: Which is Right for You?

Investors want new levels of flexibility, tax efficiency, transparency, convenience, and customization to achieve their goals. So while ETFs may be able to deliver some of these, only a separately managed account aims to hit the bulls-eye.

Is the Market Oversold

Wed, Aug 24, 2022

Is the Market Oversold?

Everyone seems to have an opinion on whether the market is oversold. So how do you sort the true from the false? Start with these four indicators.

Small Business Owners: 3 Common Retirement Mistakes to Avoid

Tue, Aug 23, 2022

Small Business Owners: 3 Common Retirement Mistakes to Avoid

Starting, managing, and growing your small business is not easy. Unfortunately, while doing so, you may have neglected your own financial well-being. Here are the top retirement mistakes we believe small business owners make and how you can avoid them.

The Market’s Down and You’re Set to Retire, Now What

Wed, Aug 17, 2022

The Market’s Down and You’re Set to Retire, Now What?

That old saying, “The best-laid plans of mice and men often go awry,” is so true. That’s because, regardless of how we wish differently, we can only control what we can control. So what do you do if you’ve planned, saved, and set your retirement date for right now…and then the market tanks? There’s the obvious answer—stay employed. But there are also several other options.

Should a Strong U.S. Dollar Make You Happier

Fri, Aug 12, 2022

Should a Strong U.S. Dollar Make You Happier?

The U.S. dollar is flexing its muscles. So far this year, the U.S. Dollar Index has gained 10% and is near a 20-year high. So is a strengthening dollar a good thing for your wealth?

6 Sources of Retirement Income

Special Report

6 Sources of Retirement Income

Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.