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Achieve Financial Goals Using an Athlete’s Mindset

In January, gyms see the highest number of sign-ups. Perhaps the new-year surge of motivation pushes us to start strong with a clear vision of success. But what happens when individuals lose that “beginning of the year mindset?” Athletes are a great example of this –...

Feeling Stuck in the Squeeze? Financial Considerations for the Sandwich Generation

Are you stretched thin caring for both your parents and your children? You're not alone. Many Americans find themselves financially squeezed, caught between caring for their children and young adults, while also providing for their aging parents. Imagine a world where...

Is There a Money Taboo In Your Family?

Have you ever wondered about your family's financial situation but hesitated to ask? You're not alone. Many people are curious about their family's financial health, yet broaching the subject can feel like treading on thin ice. This common experience highlights a...
Staying on Top of Your 401(k) Can Pay Dividends

Staying on Top of Your 401(k) Can Pay Dividends

Don’t just set it and forget it – tips for looking after your retirement money Lots of investors never bother to check on their 401(k) regularly. But you should keep a constant eye on your funds’ risk level, whether your asset allocation is out of whack and if your...

Decoding Earnings Season: A Cautionary Tale

Decoding Earnings Season: A Cautionary Tale

Earnings season is a period that generates tremendous attention on Wall Street and captivates the media. During this time, companies release their financial results, often accompanied by elaborate presentations and analyses. While earnings reports provide critical...

What to Consider With Stock Markets at All-Time Highs

What to Consider With Stock Markets at All-Time Highs

The Dow Jones Industrial Average (DJIA) is an index of 30 very-large, blue-chip U.S. companies. The most recent all-time high (as of early August 2023) was on January 4, 2022, when it closed at 36,799.65 (1). But since late July 2023, market-watchers are anxiously...

Buffett on Inflation and Words to Help You Invest

Buffett on Inflation and Words to Help You Invest

We’ve all heard about Warren Buffett, the 92-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make so much money? How does Warren and his long-time associate, Charlie...