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★ Featured blog post

Creating the future super savers of America: inspire the next generation to save for retirement

Contribution by Margaret Hiller, CFP®, CPC Last month was Financial Literacy Month which prompted a flurry of articles on the retirement crisis in the U.S. One noted that the “average” retirement savings amount, paltry though it is, …

★ Featured blog post

Do you suffer from investment FOMO? The periodic table of investment returns can help.

As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the …

★ Featured blog post

Q119 Quarterly Context Video

What stage is the US and other countries in the business cycle? Very different results for managed portfolios vs. do-it-yourself investors. The happiness equation is helpful: Happiness ≥ Perception – Expectations. An “inverted” yield curve …

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