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Quarterly Comments February 2024

Good News vs Bad News In this week of loving messages, we got one of those Bad News Reports which stem from basically Good News ...
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Quarterly Comments: Resilience Persists

Resilience Persists November 10, 2023 Markets and the economy are exhibiting robust resilience  face of the the “Higher for Longer” interest rate message. There are ...
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Top 10 Questions Commonly Asked About Social Security

Social Security is designed to offer stability, supplemental income, and other valuable benefits that can play a role in financial strategy.
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Quarterly Comments

Mixed messages abound! The bond market tells us a recession is not only coming - it is inevitable; the stock market seems to be saying ...
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Quarterly Comments

Growth, Slow Growth or No Growth February 15, 2023 I think I can speak for all of us when I say we are feeling, if ...
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Do’s and Don’ts for Retirement Income

Planning now and doing a regular review of your finances can help you stay on the right track for the retirement lifestyle you want.
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