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Newsletter | November 2018

11.20.2018

  • #Newsletters

Newsletter | November 2018

This month’s newsletter starts off with an update on the economy and the stock market. We then move on to a weakening housing market and why interest rates are...
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How To Keep Your Cool In A Bear Market

11.13.2018

  • #Investing

How To Keep Your Cool In A Bear Market

In today’s blog post and video, we’re looking at 3 investment strategies to “help you keep your cool in a bear market.” It’s not a matter of if we head in to a…
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Retirement Roundup | November 2018

11.06.2018

  • #Retirement

Retirement Roundup | November 2018

Articles and ideas to help you live a fulfilled life!  In this month’s Retirement Roundup, we’ve curated our favorite articles from around the web to help you plan for and live successfully in…
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The Biggest New Tax Law Change Since The 80’s

10.30.2018

  • #Taxes

The Biggest New Tax Law Change Since The 80’s

In today’s blog post and video, we’re covering the Tax Cuts and Jobs Act, particularly how the new tax law changes apply to business owners. The tax law was recently simplified for many…
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Newsletter | October 2018

10.23.2018

  • #Newsletters

Newsletter | October 2018

This month’s newsletter starts off with an update on the economy and the stock market. We then move on to climbing interest rates, seismic shifts towards value investing, expected holiday sales, oil prices…
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Why Your RMD Timing Matters

10.16.2018

  • #IRAs

Why Your RMD Timing Matters

Clients ask me all the time: “Ashley, when’s the best time to take my RMD, at the beginning of the year or the end of the year?” That’s a really good question! Today…
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