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September 26, 2022
Equity Market Testing June Low
The month of September is living up to its reputation as one of the worst performing months during calendar years. In just the past two weeks alone the S&P 500…
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September 22, 2022
Financial Health Tips for College Hopefuls
Author: Amanda Hall, CFEd, Education Engagement Manager, Retirement Plan Consulting The cost of…
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September 18, 2022
An Economic And Market Environment Difficult To Evaluate
Much of the economic data is giving off conflicting signals making it difficult to assess the future direction of the market. However, if the Fed is nearer the…
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September 16, 2022
Long-Term Care Insurance
A prolonged illness requiring long term care can have a profound financial impact. Long-term care…
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September 16, 2022
Understanding Your Disability Insurance Benefit
If you suddenly stopped receiving your paycheck because of an illness or injury prevented you from…
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September 16, 2022
How Much Life Insurance Do You Need?
When you consider your current expenses, how would your income stream be replaced if you were…
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September 15, 2022
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year? Read More
August 31, 2022
Retirement Meditation #33: Am I on track to retire successfully?
A father and his young daughter were looking at a stone grave marker. The father asked his daughter what she thought was the most important marking on the…
Retirement Meditation #33: Am I on track to retire successfully? Read More
August 29, 2022
Market Turns Lower On Fed Comments
On Friday the markets digested comments from Federal Reserve chairman, Jerome Powell that came from the Jackson Hole economic symposium. Based on his comments,…
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August 23, 2022
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns? Read More
August 14, 2022
Favorable Equity Market Technicals
For some equity market strategists, their primary focus in evaluating the market's future direction is the price action of the market itself as well as the…
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August 9, 2022
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy? Read More
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