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A 3-Step Asset Allocation Plan

A 3-Step Asset Allocation Plan

Diversifying your investments can reduce risk and bring about a more diverse investment portfolio that may better serve you in case of any future financial losses. There are many ways to do this, such as investing in stocks or bonds depending on what type is most...

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Quick math

Quick math

Don’t have a calculator, but need a quick answer to a financial question? Here are three shortcuts: -How long will it take to double your money? Divide 72 by your annual investment return. If you are earning 8% annually on your investments, it takes nine years for...

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Stock market ups and downs

Stock market ups and downs

It would be ideal if investment decisions were made in a vacuum without influences from the outside world, but that is not the case. We are constantly bombarded with information from many different sources, and it impacts how we feel about our investments. So how do...

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Financial Thoughts

Financial Thoughts

Despite the coronavirus pandemic’s impact in 2020, most retirement plan participants did not make trades, loan use fell, and only a small minority took withdrawals. Loan use declined by more than 20% in 2020. Only 13% of participants had an outstanding loan in 2020,...

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Start Budgeting

Start Budgeting

Almost no one enjoys the process of analyzing and budgeting expenditures, but inefficient and wasted expenditures can be major impediments to accomplishing your financial goals. It is difficult to manage your money if you don’t know how much you have or where it is...

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