Financial Instruments – A Symphony of Choices
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An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the…
Deena WatsonAugust 1, 2025
5 Emotional Roadblocks To A Successful Estate Plan
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You’d be hard-pressed to find any family that would rather sit around the table discussing estate plans than go out to eat, enjoy the day outside, or do just about…
Deena WatsonJuly 1, 2025
Baseball and Wealth Management – The Parallels
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As this year’s baseball season gets underway, America’s pastime reminds us "It's a long game." Baseball and wealth management share many parallels. Baseball fundamentals can directly apply to your retirement strategy.…
Deena WatsonMarch 27, 2025
Understanding Dividend Yields: A Guide for Investors
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Dividend investing is a popular choice for investors who want regular income. One key concept in dividend investing is dividend yield. Here, we explore dividend yields, including what they are,…
Deena WatsonFebruary 25, 2025
401(k) Hardship Withdrawals & Loans: What to Consider Before Accessing Your Funds
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A 401(k) is designed as a retirement planning tool, but investors sometimes face unexpected financial situations that lead them to consider withdrawing funds from their 401(k) early. While a 401(k)…
Deena WatsonFebruary 4, 2025
Is “Temporary Retirement” the Newest Trend?
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It’s fascinating to see how the world of work has evolved so drastically over the past few years. With the rise of remote work, the gig economy, and technological advancements,…
Deena WatsonDecember 23, 2024
Top Healthcare Costs in Retirement
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In a 2022 survey, 35% of workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses…
Deena WatsonNovember 26, 2024
Understanding the Volatility Index (VIX): Wall Street’s Fear Gauge Explained
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There’s a lot to consider when investing in the stock market. Because of this, the Volatility Index (VIX) is a crucial tool for investors. Often referred to as Wall Street's…
Deena WatsonOctober 30, 2024
Capital Gains & Your Taxes: A Brief (But Important!) Guide
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Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are…
Deena WatsonSeptember 24, 2024
How Wall Street Measures Stock Volatility
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Stock market volatility is one factor to consider when building a diversified, risk-tolerant investment portfolio. But what does "stock volatility" actually mean, and how is it measured? Here, we share…
Deena WatsonAugust 28, 2024