diversification

Asset Class Returns for 2023

When it comes to investing, the term ‘diversification’ is often tossed around, but what does it truly mean to diversify your portfolio?

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What can we rely on during downturns in the market?

This won’t be the most exotic blog post you will ever read, but stick with me here. If you own whole life insurance or are considering purchasing whole life insurance, then you want to read this article.

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7 Most Common Retirement Planning Mistakes (Part 1)

In the complex world of retirement planning, there are countless pitfalls one could face. In part one of this two-part series, we’re sharing seven of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan.

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Ep 30: History of Market Crashes

People sometimes ask: Are we going to have another market crash soon? With Ukraine and Russia in the news, as well as inflation, people have been worried about possible World War III and their finances. We’ll share some historical background on market crashes.

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