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Actions To Take In Falling Markets

It is a stressful time in many ways. Markets are down, prices are up for things you need to buy, talk of recession is looming. It is understandable if you are stressed out about what is happening right now in your portfolio, but there is a better mindset that can keep you from making any big mistakes.

Financial Planning

Bear Market Becomes Official

The stock market “officially” became a bear market this week, defined as a 20% decline in the S&P 500 Index. Our regular readers know that we have already been in a bear market for some time. High flying tech stocks and the Russell 2000 Index of small company stocks both peaked February 2021, sixteen months ago as of this writing. Much of the remainder of the market peaked in November 2021.

Financial Planning
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The 4 Biggest Money Mistakes We See

Mistakes are a part of life. We all make them and hey, no shame, no blame. But it is important to understand how you handle the consequences of mistakes, and what can you learn from them. If we can do some of the learning for you, before you suffer a financial setback, even better.

Financial Planning
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Jump-Start Your Financial Plan For 2022!

If you are a bit wary of having high hopes for the new year after the intense years of 2020 and 2021, you are not alone. With the ongoing pandemic, economic uncertainty, and a slow road back to “normal,” planning for 2022 might feel overwhelming. The good news is that there are actionable steps you can implement to take back control of at least one important area of your life—your finances—and truly make 2022 a fresh start. Here are four ways you can get started today.

Financial Planning