Handling Market Corrections Correctly

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…

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The Income Gap and the Economy

The income gap between the wealthy and the poor is widening in the U.S.1 Why does that matter? Because there are studies that indicate a wide swathe of income differentiation…

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Banking Trends

In its recent 2018 Banking Industry Outlook report, Deloitte identified six key themes that are driving trends for financial institutions today:1 Redefining what makes for a positive customer experience Managing…

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Inflation: Expectations for 2018

It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe…

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Enrolling in Medicare

Unlike Social Security, the age for Medicare eligibility is the same for everyone: 65 years old, no matter what year you were born. If you have already filed for Social…

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