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    Utilizing the 60/40 Portfolio Strategy for Retirement Income

    A common strategy used by investment professionals, the 60/40 approach offers retirees a clear-cut plan for how their wealth will be invested.

    Investing Taxes

    What are REITs and how do they work?

    More than 80 million Americans invest in REITs either directly, through mutual funds or directly through exchange-traded funds. Are they right for you?

    Investing

    7 Reasons to Stop DIY Investing and Hire a Financial Advisor

    Signs it may be time to take the next step in your investing journey & ditch the DIY investing approach by finally hiring a professional.

    Investing

    Déjà Vu All Over Again

    Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

    Investing

    5 Steps to Determining Your Risk Tolerance

    How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

    Investing

    The ABCs of Education Investing

    With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil

    Investing Taxes Financial Planning

    Sustainable Investing: 5 Tips to Get Started

    Sustainable investing requires more thought, but there may be a larger return on investment. Here are five tips to get you started on the right track.

    Investing

    Annuities: Pros & Cons

    Is purchasing an annuity a smart investment for your financial future? Read on to learn more about the pros and cons of annuities.

    Investing Insurance