One of today’s new housing trends was also popular more than thousands of years ago — communal living.1 In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents included townspeople, friends, poor married couples, other people’s children,…

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For decades, young people were told college was the surest route to financial success as an adult. Get a degree, get a good job. However, this formula seems to be broken. During the recession, jobs for recent college graduates were scarce, causing many to continue their higher education and sink deeper into student loan debt.…

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As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…

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Today’s pre-retirees and retirees tend to have far more debt than those in years past. In addition to factors like credit card payments and medical expenses, this generation is seeing the effects of higher home prices and easily obtained low down-payment mortgages in the early 2000s.1 Between 2003 and 2016, Americans 60 and older nearly…

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The new federal government stance toward deregulation may lead many companies to roll back operational practices, potentially resulting in higher profit margins.1 However, shareholders may have a say in this decision. As deregulation spreads throughout the nation, impact investing also is becoming a popular trend among shareholders. Many investors don’t want to simply have the…

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What risks threaten your financial security in retirement that go beyond stock market risk? Find out what they are, and how you could protect yourself on Retirement Solutions Radio show, “8 Overlooked Risks That Could Crush Your Retirement!” Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and…

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One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing beside mounds of paperwork to symbolize the amount of regulation the government has implemented since 1960.1 Perhaps the same can be said for the paperwork…

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Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors. If you’ve met with a financial advisor who designed a strategy to fit your individual financial goals, timeline and tolerance for risk, it’s generally recommended you stay the course.1 But that doesn’t mean to hold steady…

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Hearing a familiar song from a happy period in your life, such as childhood, can instantly make you feel joyful. It’s as if you’re right back there — toe tapping, head bopping and singing along. Just as with our sight, smell and taste senses, positive auditory memories can enhance mood and transport us back to…

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