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Managing Your Response to Behavioral Biases

Grow Financial Confidence and Prevent Panic Decision-making in Brief Downturns Introduction In the investment business terrain, there truly is no such phenomenon as a “sure thing,” and this is the reason our goals-based planning method takes into account the natural unpredictability of the market. In order to arrive at a safe middle ground, our strategy endeavors to invest assets in a way that even the worst of market situations have a less than total effect on any one portfolio. While there is no guarantee, prudent and science-based investing can help our clients weather the storm during market declines and benefit from the growth during periods of market upticks.

Investing
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Are You Getting the Most Out of Your 401(k)?

If your employer offers a 401(k) plan, you likely know two things about it: 1) you can automate investment of a portion of each paycheck to make saving easy, and 2) whether or not your employer offers matching contributions (i.e. free money). Outside of this basic information, 401(k) plans can be a bit confusing for the average investor. The financial jargon alone can be enough to deter you from investigating the best way to protect and grow your money over the long-term. This is one of the main reasons so many people leave their retirement accounts on autopilot, failing to learn ways to enhance their earnings. If you’d like to avoid this fate, information is key.

Retirement Funding
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Four Ways to Streamline Your Finances

For many people their finances don’t just feel complicated, they are complicated. Managing a complex financial picture can feel like a Herculean task and one that often leads to stress and procrastination. So much time is spent organizing paperwork and hunting down data that by the time you actually sit down to figure out where you stand you are too tired and stressed to be able to make good decisions or implement new strategies.

Retirement Funding Insights
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How to Help Recession-Proof Your Life: 5 Tips

It’s hard to watch the news and not feel a little concerned about your finances. Trade wars, stock plunges, interest rates fluctuating, combine that with stagnant wages and an inflating cost of living--it’s enough to get even the most stalwart savers wringing their hands. In fact, 25% of Americans report worrying about money all the time. So, what can you do? In this article, we will outline 5 tips to help recession-proof your lifestyle so that, while the economy and markets may have ups and downs, you can feel secure.

Investing Retirement Funding