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Controlling What You Can

  The need for long-term financial security is real, but sometimes financial choices are more heavily driven by pressing needs and wants along the way. If you find yourself falling short at retirement time, you may continue working…
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Thoughts in Charts: Withdrawal Timing

The timing of your cash withdrawals matter. The U.S. Stock market has persisted upward for the last 150 years; however, this has not been without periods of dramatic downturns. Some of these downturns lasted a significant amount of time. Over…
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Money and Meaning: Measuring ESG

While "Sustainable" is a broad term, we are beginning to see established standards and metrics that help us quantify our value sets within companies and funds. For disclosures, please click here.
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Thoughts in Charts: Retirement as a Third Act

  Retirement is a beginning, not an end.  In 1935, when Social Security established a retirement age of 65, the average American man was not expected to live past 58 years old. Now, age 65 marks the beginning of an expected 20-year…
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Thin(k) About Your 401(k) Plan: To Roth Or Not To Roth

This recently released XpertHR’s 2020 Employee Benefits Survey caught my eye. The survey indicates that while two-thirds of respondents offer traditional 401(k) plans allowing participants to save pre-tax, only approximately 38% of these…
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Thoughts in Charts: The Large 5 vs. the Other 495

A few large companies are making a big impact during the “stay at home economy.” Investors are flocking to Facebook, Amazon, Apple, Microsoft and Google: these names collectively make up 20% of the S&P 5001. Goldman Sachs reported…
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Thoughts in Charts: Pay Attention & Tread Carefully

The S&P 500 index is made-up of the largest 500 publicly traded companies in the United States. Typically, each quarter, about 50 percent of these companies provide “guidance” or insight into their expectations for the coming year.…
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Money and Meaning: Investing with a Purpose

For more and more people, investing isn't just about making money; it's doing it with a purpose. In this first of a series, we discuss the broader subject and then drill down in subsequent videos. Join us! For disclosures, please cli…
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Thoughts in Charts: Recession Vs. Returns

Officially, a “recession” is defined as two consecutive quarters of negative Gross Domestic Product (GDP). GDP attempts to measure consumer spending, business investment, government spending, and net exports. Usually, we think of strong…
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Thoughts in Charts: The Price of Food

Do you feel like your grocery bill is increasing? Your inflation intuition is correct. The Consumer Price Index (CPI-U) is the measurement of prices on a “cart” of general goods that most people use in their daily lives – think the…