Posts Tagged ‘investment’

Investing 101: a Primer for Beginners

Many of us have heard the term “investments” used in many ways – and it’s a concept most of us are familiar with to some degree. But unless you’ve really taken an interest in the markets or set aside time to study them, you may not have a total understanding of what investing is, everything…

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5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through all the ups and downs of the market and their personal financial lives. If you are getting back into the swing of things, a financial advisor could…

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Mid-Year Is a Good Time for a Financial Checkup

The first half of 2021 is behind us. As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is continuing on the right path. Reassess your financial goals At the beginning of…

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Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re…

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