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Insights & Ideas

Keeping you at the forefront of modern investing
The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these six tax-smart steps now.
When it comes to saving for retirement, the clock is ticking.
Stocks see continued momentum from Friday’s late-day push higher.
The biggest political risk facing investors may be the potential for politicians to implement national lockdowns in response to a rise in new COVID-19 cases that could lead to renewed recession and a new bear market for stocks.
Henry Hub Natural Gas futures for November (NGX20) have been volatile for the month of September.
Have you ever ignored unpleasant information, hoping it would just go away?
How do the tax plans of the two main candidates compare—and what, if anything, should investors do to prepare?
Equities endure another round of volatility, but are closing the week out on a high note. While volatility is likely to persist, the market technicals appear to be improving following the recent correction.
How to decipher the Fed’s quarterly “dot-plot” chart.
Whether you purchase long-term care insurance or not, you need to have a long-term care plan.

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Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.


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