If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor. Portfolio An investment portfolio is a collection of investments owned by an individual or an institution. Typically, a portfolio comprises a mix of asset classes such as stocks, bonds, and cash. An […]
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A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully. Long-term compounding can help your nest egg grow It’s the “rolling
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If you have been affected by Hurricane Helene, Hurricane Milton, or another recent federally declared major disaster, you may be relieved to hear that over the past few years, it has become easier to access your work-based retirement plan and IRA money. Following is a brief summary of the rules for qualified disaster recovery distributions
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It’s easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn’t always as obvious. Let’s say your money is earning 4% and inflation is running between 3% and 4% (its historical average). That means your so-called “real
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On August 5, 2024, the S&P 500 Index dropped 3% from its previous close, the largest single-day loss in almost two years. This continued a three-week slide that saw the benchmark index — generally considered representative of the U.S. stock market — decline by 8.5%. The tech-heavy NASDAQ Composite Index dropped even further, losing 3.4%
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To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you ever heard the term “Risk Capacity”? Chances are very high that you have not. Why is that? Most financial professionals focus on the more commonly known term of “Risk Tolerance.” Risk Tolerance is someone’s personal attitude about
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