Financial Knowledge

July 7, 2022

June is traditionally an uneventful month for the market

June is traditionally an uneventful month for the market with an average rate of return.  Coming into the...

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June 6, 2022

The Great Chasm…That Must Be Crossed

If you are nearing retirement, or are in retirement, you are probably being brought face-to-face (maybe even daily)...

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June 6, 2022

Financial Tips After a Divorce

Divorce is a major life change, and it can be very stressful to think of all the to-dos...

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June 6, 2022

Technically Speaking – May

Technically Speaking: Long Term Support: SP500 3950-3850 Long Term Resistance: SP500 4190 then 4460 then 4700 The markets...

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June 6, 2022

ETFs & Mutual Funds

Exchange Traded Funds and Mutual Funds have become more popular. They both offer less expensive ways to diversify...

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June 6, 2022

Coming off the month of April

Coming off the month of April that saw the worst monthly performance for the stock market in 2...

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June 6, 2022

 “Are We Connected?”           

We understand and appreciate the importance of building solid, lifelong relationships, with you, your family members, and others...

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May 10, 2022

At the end of March, the S&P 500 was down 5%

At the end of March, the S&P 500 was down 5% for the year, but the market had...

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May 10, 2022

Technically Speaking – April

Long Term Resistance: SP500 4320 then 4550 then 4780 Long Term Support: SP500   4000 then 3800 Market volatility...

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