Mutual Funds

Bear markets can be emotionally fraught times, as investment balances fall, and the economy slows. Potential concerns over layoffs and budget cutbacks often also rear their head. It can certainly be tempting to cut your contributions to retirement funds to attempt to avoid further losses, or warehouse cash positions to invest when things “get better”,
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The standard format for overseas retirement—that is, permanent relocation to a new country—isn’t for everyone. For many, applying for and the implications of residency abroad aren’t worth the hassle. Others have a hard time landing on just one retire-overseas locale or want to see as much of the world as possible, traveling without limitation. Overseas
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Topline A leading indicator for housing market activity—pending home sales—unexpectedly jumped in May and reversed six straight months of declines, according to new data from the National Association of Realtors on Monday, though experts warn that higher mortgage rates will continue to weigh on demand. Key Facts Pending home sales, which measure signed contracts on
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Earlier this month, the National Academy of Social Insurance released its new report, “Economic Security for the 21st Century.” It came out of the Academy’s 2019 – 2021 Economic Security Study Panel, the goal of which was to “assess economic insecurity and present policy options to better provide stable and adequate income,” with twin objectives
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Topline With oil prices down this month, billionaire investor Warren Buffett is once again buying the dip by adding to one of his favorite energy stocks, as his investing conglomerate Berkshire Hathaway purchased roughly $500 million worth of Occidental Petroleum shares this week. Key Facts Buffett’s Berkshire Hathaway purchased roughly 9.5 million shares of Occidental
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Topline The Federal Reserve’s “heightened sensitivity” to rising inflation expectations could be triggered by a barrage of political ad campaigns that are expected to highlight surging consumer prices ahead of the midterm elections in November, analysts at Goldman Sachs warned on Friday, adding that the central bank may feel “compelled” to keep hiking rates aggressively.
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Topline The stock market rebounded strongly on Friday, posting its first positive week this month as recession fears subsided somewhat thanks to positive economic data suggesting that inflation may have peaked, while some experts expressed optimism about the health of the economy. Key Facts Stocks snapped a three-week losing streak on Friday: The Dow Jones
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What estate documents do you really need to have? Here’s a list and explanation of each. If you’re missing anything or not certain what you have or whether you need more, call your estate attorney, and follow up. If you don’t have an estate attorney, ask your CPA or wealth adviser for a referral. Whether
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Topline Federal Reserve Chairman Jerome Powell pledged in testimony before Congress on Wednesday that the central bank is “moving expeditiously” to raise interest rates and remains “strongly committed” to doing so until there is “compelling evidence” that inflation is normalizing. Key Facts In his semiannual testimony on monetary policy to Congress, Powell faced questions from
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The period when you transition into retirement is one of the most critical times of your life. It’s comparable in importance to the period when you transitioned into adulthood, roughly between ages 20 and 30. Think about it: Your decisions during that time put your life on a course with implications that have likely lasted
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