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Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may be better served by stepping back, assessing risk...
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Manage Wealth
Finding Peace of Mind with a Well-Ordered Financial Household
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets...
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Manage Wealth
Risk in Retirement
We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w...
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Manage Wealth
Protecting Our Assets as We Age
Much has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than ...
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Manage Wealth
Social Security Rule Changes
With the passing of Bipartisan Budget Act last November, the Social Security “file and suspend” and “restricted application” strategies we discussed i...
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Manage Wealth
The Million Dollar Question: How Can Married Couples Maximize Social Security?
Of all the assets available to support retirement, Social Security benefits are often the last to be included in strategic conversations. We spend dec...
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