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The Wealth Report: Women and Money

Despite their experience with managing money, women continue to face greater challenges than men when it comes to retiring with lifelong financial independence. Click to read more.

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The Wealth Report: Has the Housing Market Reached its Peak?

Recent signs indicate that the housing market may be approaching its peak. Long-term economic expansion, rising interest rates, an increase in nonprime loans, volatility in the securities markets and the possible threat of a recession lay new groundwork for what real estate investors can expect next. Click to read more.

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The Wealth Report: What To Do in a Market Correction

What goes up, must come down. This too shall pass. Keep calm and carry on. These old sayings apply to many aspects of life, but they are especially relevant to financial markets. By their very nature, securities markets rise and fall. We might not like it, but it’s an unfortunate component of investing. Click to…

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The Wealth Report: 3 Reasons to Diversify

The goal of diversification is to spread out invested assets among a wide variety of holdings to reduce the chances of losing money should one investment, asset class or sector drop in value. Not only can diversifying help manage risk, but it also offers opportunity for growth even if other portions of the portfolio decline.…

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The Wealth Report: How to Avoid Bad Investment Advice

Time can cure many things: A bad haircut; a broken heart. But if you are near or in retirement and make a miscalculation related to your investments, time is not on your side. For this reason, investors should not only work with a trusted advisor but take the time to learn about their investment options…

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The Wealth Report: How to Pay for Long Term Care

Today, people are living longer and consequently needing more assistance as they age. However, personal and health assistance services can be quite expensive, so it’s important to explore the options currently available to help pay for long term care.  While health insurance covers expenses related to acute care, like a trip to the hospital, it does…

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The Wealth Report: Midterm Elections

All 435 seats of the U.S. House of Representatives and 35 of 100 seats in the Senate are up for grabs in this November’s midterm elections.1 While it is common for there to be significant congressional turnover in a U.S. president’s second year in office, this year’s election promises contentious drama. No one can say for…

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The Wealth Report: U.S. Trade Update

The U.S. continues its controversial trade policies with the rest of the world; most notably China. In early July, the Trump administration levied 25 percent tariffs on $34 billion of Chinese imports, only to have China respond in kind. While consumers can expect to pay higher prices in the wake of this trade war, investors…

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The Wealth Report: Types of Life Insurance

Life insurance policies fall under two broad categories: term and permanent. With a term policy, you purchase a death benefit amount and determine how long you want to hold the policy; it pays out a death benefit if the owner passes away during the specified term. Permanent life insurance policies, in addition to providing a…

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