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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an...

Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference? With international stock markets comprising about 40 percent of the world's capitalization as of 2023, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to...

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. There are common mistakes you can avoid when...

Split Annuity Strategy

Split Annuity Strategy

Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to...

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification.The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...

Making A Charitable Contribution

Making A Charitable Contribution

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.

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