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The economy and earnings — still growing amid uncertainty

October 4, 2021

Delta fear factor, inflation concerns, the Fed’s tapering make investors rely on mega-cap growers, but the projections from the broader market stay positive.

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When should you claim Social Security benefits?

September 28, 2021

Understanding when to claim Social Security is vital to your retirement. Watch Daniel DiVizio, CFP® CRC®, explain when to take action.

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4 questions to ask yourself to prepare for retirement

September 21, 2021

Financial security in retirement takes planning, commitment, and money. These 4 questions help identify your goals and needs within a retirement strategy.

Economy in for a slower recovery due to Delta peak and inflation

September 1, 2021

Employment, industrial production, and factory usage are strengthening. Yet the Delta variant's impact on growth and inflation could be larger than expected.

Tech and Communications outperform amid the Delta wave

August 2, 2021

Despite the growth bounce there're concerns around the Delta wave impacting the market and Tech serves as a safety resort against potentially slower economy.

Success in investing requires patience

July 27, 2021

There are many successful investment strategies that have performed well over time. Yet, capturing these returns is not easy for investors. Patience can help.

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