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Portfolio Construction Insights
Economy and Markets: An Ongoing Disconnect
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Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Portfolio Construction Insights
The Challenge of Complacency
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Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
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While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
Retirement
What volatility means for retirement plan participants
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Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
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After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Children & College Savings
Making the Case for College Savings
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American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
Client Life Events
5 Money Tips for Freelancers: How to Declare Freedom From the 9 to 5
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As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.
Client Life Events
An Estate Planning Checklist: 5 Ways to Protect Loved Ones
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You’ve worked hard to accumulate your wealth. An estate plan can help you leave a lasting legacy.