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Monthly Economic Update

The Month in Brief The Federal Reserve altered its outlook on interest rates in March, and the stock and bond markets took notice. Both the Fed and the European Central Bank communicated that they saw economic growth moderating. Even so, the S&P 500 managed to advance 1.79% for the month. Trade talks continued between the […]

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Retirement In Sight: Dealing with a Surprise Retirement

Dealing with a Surprise Retirement For years, you have imagined the way your second act will unfold: when it will start, what you will do, and where you will be. Then life hands you a wild card. You are forced to retire years earlier than you planned and with little notice. How do you adjust? […]

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Monthly Economic Update

The Month in Brief You could say that Wall Street breathed a collective sigh of relief in February. Investors were encouraged by new developments in U.S.-China trade negotiations and by the minutes from the Federal Reserve’s most recent policy meeting. On Main Street, consumer confidence improved, while consumer spending kept pace. Home sales declined once […]

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Retirement In Sight: How Can a Woman Prevent Outliving Her Money?

Certain financial decisions may help a woman grow and sustain her retirement assets across the decades to make up for time out of the workforce and the prevalent earnings gender gap. One fundamental decision would be to start saving and investing for retirement as early as possible—but other, sometimes underrecognized choices may also allow a […]

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Retirement In Sight: Think of These Factors as You Think About Retirement Income

If retirement is drawing closer, you will want to ask yourself some key questions relating to your future income. Answering these fundamental questions may help to give you a better picture of the monthly cash flow needs of your retiree household. The first two questions concern time. One, when do you anticipate retiring? Two, how […]

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Monthly Economic Update

The Month in Brief December 2018 will be remembered for its volatility and its challenges. The S&P 500 flirted with bear market territory, dropping 10.16% for the month. Appetite for risk declined here and abroad in the face of tariffs, concerns about the Federal Reserve raising interest rates too quickly, a federal government shutdown, and […]

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Retirement In Sight: Can You Psych Yourself Up to Save More?

You have probably spent decades saving for retirement, and you might have a decade or more of saving to go before you retire. At times, your resolve may be tested. The stock market may falter; household money pressures may mount; new near-term priorities may arise. What can you do to stay on point and stick […]

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Monthly Economic Update

The Month in Brief For most of November, the stock market was plagued by the same skepticism evident in October: the sense that corporate profits were declining and economic growth was slowing. Then Federal Reserve Chairman Jerome Powell threw investors a line. He delivered a speech late in the month that soothed some of the […]

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Retirement In Sight: Retirement Planning Continues After You Retire

It can be easy to think of retirement planning as a means to an end: a series of purposeful meetings leading up to a life transition. Yet this transition is not the end of retirement planning. Think of this transition (and the steps preceding it) as the first phase. The second phase focuses on managing […]

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Monthly Economic Update

The Month in Brief October certainly lived up to its reputation for volatility. The S&P 500 suffered its second correction of the year as investors wondered if they were seeing early signs of the peak of the current business cycle, absorbing news of moderating corporate earnings, while also considering the potential impact of higher interest […]

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