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General Thoughts on Equity Market Volatility

General Thoughts on Equity Market Volatility

From time to time, we publish our thoughts on current market events to provide clients with insights into these events and how they relate to our investment outlook and their portfolio, but we thought this would be a good time to provide our thoughts on volatility in the equity market in general.  Over the years we have received questions on a wide range of topics, but at the end of the day the question most people are asking is – I think something bad is about to happen, should I sell my stocks?  The answer, if you are positioned properly heading into any market volatility, is no.

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Managing Your Money in a Gig Economy

Managing Your Money in a Gig Economy

According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the “gig economy,” these nontraditional or contingent work arrangements include independent contractors, on-call and temp agency workers, and those who sign up for on-demand labor through smartphone apps.

If you are a contingent worker, you need to pay close attention to your finances in order to make up for any gaps in earnings that may occur between jobs. In addition, you’ll have to plan ahead for health-care costs, taxes, and saving for retirement, since you will have to shoulder these expenses on your own. The following are some tips for managing your money in a gig economy.

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Making Tomorrow Better Today through ESG Investing

Making Tomorrow Better Today through ESG Investing

Making the world a better place – who would not want to contribute to that?  Knowing that the actions we take today will benefit generations to come goes a long way.  Whether it be through reducing our carbon footprint or advocating for equal pay, most can agree on the common value of doing better for the longevity of this world.  This is where environmental, social, and governance investing, more popularly known as ESG investing, comes into play.  By partaking in this investing philosophy, one is aligning their investments with their core principles and values, chiefly for the enhancement of society and the greater world.

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What Are the Warning Signs of Financial Scams Targeting Older Individuals?

Financial Scam

If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and exploitation, a number that is probably substantially underreported.

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