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July 2022 – Market Commentary

July 2022 – Market Commentary

June Recap and July Outlook After a barely positive May, June saw the bear market return across indices. We ended up with the worst first half performance since 1970. Stocks soured in June as a slowdown in consumer spending (personal consumption expenditures), which...

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The Most Common Budgeting Mistakes

The Most Common Budgeting Mistakes

While it’s easy to envision a budget, it can be very difficult to actually stick to it and carry out your plan. Here are some of the most common mistakes you can make while budgeting, and tips for avoiding those mistakes! Mistake #1: Setting An Unrealistic Budget...

June 2022 – Market Commentary

June 2022 – Market Commentary

May Recap and June Outlook May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn’t until the last week of May that stocks posted gains. Throughout the month, investors had to face the prospects of an economic...

Inclusive Financial Education for a Multilingual Workforce

Inclusive Financial Education for a Multilingual Workforce

Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for retirement, and the task is made harder when some employees speak a different language or grew up in a different culture. While there’s not a one size fits...

May 2022 – Market Commentary

May 2022 – Market Commentary

April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation,...

April 2022 – Market Commentary

April 2022 – Market Commentary

The first quarter through April 1, 2022 Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the...

Why Financial Education Matters Today

Why Financial Education Matters Today

Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes. Americans are in need of financial education and coaching, and the goal should be more than basic literacy, it should be financially empowering our...

5 Tips for a Burden-Free Tax Season

5 Tips for a Burden-Free Tax Season

5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others, not so much. Tax season can mean different things to different people. However, one thing is for sure, if you know you’re going to owe, you hold off on...

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