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How to navigate financial caregiving

Becoming a financial caregiver for a loved one is a tremendously important undertaking. It is not simply about managing another person’s financial picture when they are no longer able to… …

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What’s moving the markets?

Santa Claus rally in effect. It’s that time again, when we all wait to see if Santa Claus will give a boost to our investment portfolios. The Santa Claus rally,… …

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What’s moving the markets?

Good market vibes. Positive earnings, lower inflation and the cooling job market combine to adjust the market’s forecast of further Federal Reserve interest rate hikes. As the root of recent market… …

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What’s moving the markets?

Bond market mayhem. The bond market had a year to forget in 2022. 2023 is shaping up to be more of the same. Strong economic data and ballooning U.S. debt… …

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What’s moving the markets?

Rising interest rates. The current position of the Federal Reserve on interest rates? Higher-for-longer, which has led to a significant adjustment in investor and market expectations regarding when, and by how much, the Fed would… …

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What’s moving the markets?

China slowdown. The headline that China, the world’s second largest economy, is slowing down may initially create some heartburn for investors. A deeper dive shows that there may be some… …

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