Market Updates

Confused about retirement plan choices?

September 29, 2023
Here’s a quick once over of the many choices you may have. Individual retirement plans or the IRA is the personal retirement savings account that individuals can set up on their own.  The earnings in a traditional IRA grow tax deferred until you w…
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Financial Mindset and Goal Achievement

September 20, 2023
If you want to achieve your financial goals, you may find it helpful to first look at how you behave towards your finances and further, explore why you behave as you do. Self-awareness is key to reaching all goals and your financial goals are no d…
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What are the risks of investing in the financial sector?

September 13, 2023
What industries make up the financial sector? The financial sector is made up of many different industries, including banks, investment houses, insurance companies, consumer finance companies, mortgage lenders and real estate investment trusts. Al…
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What is the right investment strategy for me?

September 06, 2023
An income account and a growth account are two different investment strategies that investors can use based on their financial goals and risk tolerance. Here’s an overview of the differences between these two types of accounts: Income Account: An …
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How Can I Create a Budget That I Can Stick To?

August 23, 2023
Creating a budget that you can stick to requires careful planning, discipline, and a realistic approach. Here’s a step-by-step guide to help you create and maintain an effective budget: Set Clear and Realistic Goals: Define your financial goals,…
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Is a Health Saving Account (HSA) a good way to invest?

August 16, 2023
    Health Savings Accounts (HSAs) can be a beneficial tool for some individuals. It can offer a way to invest and save for healthcare expenses. Whether an HSA is a good choice for you will depend on your specific financial situation, he…
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What is a growth stock?

August 02, 2023
Growth stocks are shares of companies that are expected to experience above-average growth in their earnings and revenue, as compared to the market average. These companies typically reinvest their earnings back into the business to fund their exp…
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What’s my risk tolerance?

July 26, 2023
Determining your risk tolerance is an essential step in creating an appropriate investment strategy.  Here are a few considerations to help you assess your risk tolerance: Time Horizon: How long you can expect to leave the funds invested. General…
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How is a portfolio’s performance measured?

July 21, 2023
The performance of a portfolio is typically looked at in terms of two types of measures:  absolute and relative measures. Absolute measures are metrics that assess the portfolio’s performance in absolute terms.  Examples include the total return, …
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