Resource Articles

Weekly Market Update: September 9, 2024

The S&P 500 fell -4% last week, its worst week since March 2023. Job market data also disappointed, but shouldn't force a 50-point rate cut at September FOMC.

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Is an Annuity Right for You?

Annuities can be beneficial, but they're not for everyone. Carefully evaluate your financial situation and goals to determine if they're right for you.

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Tax- Advantaged Retirement Accounts

Retirement accounts can offer various tax advantages depending on the type of plan and whether they are funded with pre-tax or after-tax dollars.

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Weekly Market Update: September 3, 2024

The final week of August contained two much anticipated releases – Nvidia’s earnings and PCE inflation and spending data.

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Protecting Against Investment Scams on the Internet

The Internet has become a popular place for thieves and scam artists to find victims. Learn how to protect yourself.

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Weekly Market Update: August 26, 2024

Investors turned their attention to Jackson Hole last week – the site of the Fed’s annual economic symposium – for clues on the path of monetary policy.

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How Do Credit Cards Affect Your Credit Score?

Your credit card use significantly impacts your credit score. Manage payments, keep debt low, and maintain account activity for a healthy score.

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Tracking Personal Finances

Unlearning bad money habits, avoiding new debt, and utilizing budgeting tools are all essential to tracking your personal financial habits and attaining future financial security.

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Weekly Market Update: August 19, 2024

Economic data broadly exceeded expectations last week, leading to the best week of the year for financial markets.

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