Down Week Puts U.S. Stocks Near Correction Territory

U.S. and International Equities U.S. Markets Lower The major equity markets finished the week lower as inflation, higher interest rates, and tighter Federal Reserve policy continue to be front and center on investors’ minds. Moreover, disappointing outlooks from some widely followed tech companies amid relatively high growth equity valuations are putting downward pressure on stock […]

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Markets Begin Year On A Weak Note

U.S. and International Equities Major Markets Lower The major equity markets finished the week lower, as concerns about inflation and interest rates intensified after the Federal Reserve’s (Fed) minutes were released this week. Growth stocks, as represented by the Nasdaq composite, lost more ground compared to the S&P 500 Index on the back of higher […]

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Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The […]

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Homebuying 101: Gen-Z and Millennial Edition

According to the most recent Generational Trends report from the National Association of REALTORS®, Millennials currently make up the majority of home buyers, with Gen Z waiting in the wings as the next generation of first-time home buyers. Both cohorts hold overwhelmingly positive attitudes toward homeownership as a major life goal. The main reason given for their […]

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How to Relieve Stress in a Stressful World

Feeling overwhelmed and stressed lately? You’re not alone. Here are some helpful tips to keep in mind to add some much-needed positivity to your life. Use the guided imagery strategy Something that works almost instantaneously is simply imagining yourself in a less stressful situation—also known as guided imagery. Think of a place that makes you […]

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Quit Saying “I’m Broke”: How to Stop Unnecessary Spending

Saving money can be hard. It often feels like your paycheck goes in your bank account and a minute later it’s gone. Between bills and unexpected life moments, it always seems you’re left saying “I’m broke.”   Let’s fix that.   1) Use cash, not a card. Using a credit or debit card can be a convenient alternative to paying with cash. […]

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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information The personal information you may […]

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