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Articles & Insights


Fall Update Thumbnail

Fall Update

Happy Fall. As we approach the end of a whirlwind year it is important to continue to look forward to what is on the horizon. Many of the events of the year have come as a surprise to many, along with how long they have lasted. This year has been full of events that don’t seem to come to an end; a war in Ukraine, record inflation, rising interest rates and a stock market that slowly continues to work its way down. In some situations, the protection that bonds normally provide has not been afforded to investors this year as some are down as much as equities. In these times it is critical for investors to take a step back and look at how this affects their overall financial picture. This is where the importance of financial forecasting and planning comes in. Often investors wonder what this means for their retirement and an updated cashflow and net worth projection allows us to see the impact. It is important to maintain perspective.

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[Video] Growth vs. Value Stocks: What's the Difference? Thumbnail

[Video] Growth vs. Value Stocks: What's the Difference?

At different periods of time, the stock market appears to favor one of two stock types - value stocks or growth stocks. As you watch what’s happening in the markets, it’s important to know what the difference is between the two. In regards to your own portfolio, you may find that a mix of value and growth investments could provide a healthy and diverse assortment. Work with your investment advisor before making any decisions regarding your portfolio.

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What's up with inflation? (Video) Thumbnail

What's up with inflation? (Video)

[Solutions for Financial Planning] Higher prices can chip away at your savings, so position your money to stay a step ahead. Watch this video to learn more!

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Spring Update Thumbnail

Spring Update

Happy Spring. Headline news is as sensational as it has ever been these days. So much has changed just since the fall of last year; a war in Eastern Europe and raging inflation has gripped everyone’s attention. Q1 2022 was not a good quarter for investors, both equity markets and bond markets were down, some with more conservative portfolios actually fared worse than those with predominantly equity portfolios. In times like these it is more important than ever to take a step back, keep things in perspective and think through fundamentals. Not just fundamentals on investment policy, but revisiting your own cashflow analysis, needs for the future, projected net worth – the work that we’ve always done to gain perspective on how we are trending in order to help us make better decisions today.

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