MainStreet Financial Planning

DECEMBER 20, 2023

Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!

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Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? Whether you are a novice trader or an expert trader, this article on the best financial markets to trade in 2024 will assist you in making smarter investing selections by educating you on the major financial markets.

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Good Financial Cents

MAY 1, 2023

Individuals can choose the investment options that best suit their retirement goals and risk tolerance. To open a Contributory IRA account, individuals will need to provide their personal information, including name, address, Social Security number, and employment information.

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WiserAdvisor

DECEMBER 15, 2023

Financial advisors can offer insights into a diverse range of investment instruments, including stocks, bonds, real estate, and precious metals like gold, and align the recommendations with your risk tolerance and long-term goals. These professionals also go beyond the numbers and charts and educate you about investing.

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WiserAdvisor

FEBRUARY 29, 2024

With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. While these numbers may seem abstract at first glance, they highlight a critical point. Diversifying across asset classes allows you to spread risk and enhance the resilience of your portfolios to market volatility.

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Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. Understanding Markets : One of the reasons stocks reward long-term investors is because in the short term they are risky and unpredictable. Take 2022 and 2023 as an example.

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Good Financial Cents

DECEMBER 26, 2022

Roth IRAs have a number of benefits, including: Tax-free growth: The money in your Roth IRA grows tax-free, which can result in a larger balance over time. Market Fluctuations. Like any investment, the value of your Roth IRA can fluctuate due to changes in the stock market or other economic conditions. How Safe is a Roth IRA?

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The Irrelevant Investor

FEBRUARY 25, 2020

For the 18th time since the stock market bottomed in 2009, the S&P 500 is more than 5% off its high. What if the virus continues to spread, what if it brings the global economy to a grinding halt, and what if the stock market crashes? What are the odds of the stock market crashing? Stock market crashes hurt a lot.

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Clever Girl Finance

NOVEMBER 25, 2023

Although most people associate investing with the stock market, there are many different types of investments. Historically, the stock market has provided returns between 6% and 7% , with inflation factored in. They track a specific stock market index, like the S&P 500. Lay out your personal goals for investing as well.

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Clever Girl Finance

FEBRUARY 2, 2024

The SEP-IRA (AKA Simplified Employee Pension) Expert tip: Understand your risk tolerance How to save for retirement in your 20s when you’re just starting out How much should I contribute to my 401(k) in my 20s? Like a traditional account, Roth accounts also give you the chance to invest according to your risk tolerance.

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Sara Grillo

MARCH 8, 2024

The biggest mistake advisors make in their marketing (hint: it involves a “dumpster fire”). ? ?How Is that the advisor’s role, or should their role be talking to clients about what’s going on in their lives so that they could get a heads up on what the planning changes should be, changes to risk tolerance, et cetera.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And that’s before even considering taxes or market volatility! Deciding what to do with a cash windfall always comes down to your personal goals and financial situation.

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Clever Girl Finance

OCTOBER 17, 2023

An index fund is a sort of investment fund, typically a mutual fund or an exchange-traded fund (ETF), designed to replicate the performance of a specific market index. They aim to have a similar performance to a specific market index, for example, the S&P 500 or the Nasdaq. What is an index fund?

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Workable Wealth

JUNE 24, 2020

While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . But you can’t do that without a clear understanding of what the financial market is, how it operates, and strategies to approach it. stock market.

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Carson Wealth

AUGUST 25, 2022

Among these are your longevity, lifestyle, comfort with market performance, sequence of return risk, current health, housing plan, proportion of fixed to variable expenses, proximity to children and so much more. 2 And the market has seen unprecedented volatility in the past few years. Housing costs have hit all-time highs.

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Harness Wealth

APRIL 17, 2023

A tender offer is a liquidity event in which a company, investor, or group of investors propose to buy a fixed number of shares from existing shareholders at a set price. By regularly monitoring the fair market value of your shares and the 409A valuation of your company, you’ll be quick to know how fair of a deal you’re getting.

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Good Financial Cents

AUGUST 12, 2023

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. Diversification of Income Streams Having multiple income streams reduces the risk of financial hardship if one source diminishes or fails.

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Harness Wealth

JUNE 1, 2023

The Quantifiable ROI of Working with a Financial Advisor: Case Studies The Challenge of Beating the Market The Cost of Working With A Financial Advisor The Intangible ROI of a Financial Advisor Are Robo-Advisors a Good Alternative? Table of Contents What Services Does a Financial Advisor Provide?

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Investing Caffeine

MAY 3, 2023

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. Risk Tolerance: What is your asset allocation? What is going to happen with the Debt Ceiling deadline and will the U.S. default on its debt? How will elections affect the economy?

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Talon Wealth

AUGUST 9, 2021

WEEKLY MARKET UPDATE – August 9, 2021. Markets were up this week as nonfarm payroll numbers impressed analysts. PMI numbers continue to show expansion, revealing a mostly healthy business environment. European indices were positive, while Japanese markets also returned positive performance for the week.

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Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. What I’ve seen from do-it-yourselfers, especially over the past couple of years, is they often don’t have a clue and just throw money into the market. Ad Robo-Advisors keep an eye on the market's every move to protect your investments. Get Started.

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Clever Girl Finance

SEPTEMBER 11, 2023

The downside to highly liquid investments 12 Highly liquid vs short term highly liquid investments Expert tip: Know your risk tolerance When does it make sense to pursue a liquid investment? The asset must maintain a large number of readily-available, interested buyers. But don’t forget—ETFs are just as volatile as the market.

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Talon Wealth

AUGUST 30, 2021

WEEKLY MARKET UPDATE – August 30, 2021. Equity markets were positive this week as the Jackson Hole symposium drew to a close. Fed Chair Powell’s contribution was encouraging to markets, as he reiterated further the Fed position that inflation will be largely transitory. Market Update. Chart of the Week. Commodities.

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Talon Wealth

AUGUST 16, 2021

WEEKLY MARKET UPDATE – August 16, 2021. Markets were mixed this week as low consumer sentiment surprised analysts. CPI numbers continue to come in high, showing substantial upward price pressure. Overseas, developed markets outperformed emerging markets, with only developed markets returning positive performance.

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Talon Wealth

SEPTEMBER 14, 2021

WEEKLY MARKET UPDATE – August 30, 2021. Equity markets fell this week as the producer price index came in well above expectations Friday, possibly helping to drive an end-of-week sell-off. Volatility movements reflected the market conditions for the week, as the VIX “fear” index spiked almost 24%. Market Update.

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Talon Wealth

SEPTEMBER 20, 2021

WEEKLY MARKET UPDATE – September 20, 2021. Equity markets were mixed this week as macroeconomic indicators were mixed. Another potential macroeconomic problem is emerging, as the large Chinese property developer Evergrande threatens to unsettle debt markets and potentially threatens the Chinese economy. Market Update.

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Talon Wealth

JULY 19, 2021

WEEKLY MARKET UPDATE – July 19, 2021. Markets fell this week as markets grappled with a recovery that is looking more and more uncertain. Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks eating into productivity. Market Update. Chart of the Week.

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Talon Wealth

JULY 26, 2021

WEEKLY MARKET UPDATE – July 27, 2021. Markets rose this week as PMI data continues its streak of expansionary readings. Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and production capacity, are eating into productivity. Commodities.

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Clever Girl Finance

MAY 12, 2023

The FI formula How to FI: 5 Steps to reach financial independence Expert tip Understanding your financial independence number Determining your years to FI How many years until reaching your goal? The first step in how to reach FI is figuring out your FI number and how long it’ll take you to reach it. What is FIRE?

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Good Financial Cents

FEBRUARY 1, 2023

Some guaranteed return investments, such as CDs and bonds, may be considered low-risk, but they still carry some risk. Tired of the stock market’s ups and downs? This means that the money is locked in for a certain number of years, after which you can withdraw your principal investment and interest earned.

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Clever Girl Finance

AUGUST 22, 2022

According to a study from marketing research firm Phoenix Marketing International.). There are a number of reasons why it’s a good idea to accumulate wealth. While investing in the stock market is the most well-known form of investing, there are other ways to accumulate assets. By using a wealth accumulation plan!

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Carson Wealth

SEPTEMBER 20, 2022

Corporations or governments issue bonds to raise funds for any number of reasons, from providing operating cash flow to funding public projects like schools or infrastructure. . Investors buy bonds for the predictable income stream and to preserve capital as bonds are considered fairly low risk. 2 Investor.gov, “What Is Risk?”

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Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?”

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Bell Investment Advisors

DECEMBER 13, 2022

These plans permit employees to purchase a specified number of shares at pre-set prices on predetermined dates. When time is up, the money set aside is used to purchase stock for up to 15% off the lower of its starting or ending fair market value. That risk is magnified by the fact that your salary comes from the same source.

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Talon Wealth

MARCH 22, 2022

Overseas, developed markets outperformed emerging markets, with both indices returning positive performance. European indices were positive while Japanese markets returned positive as well. Equity markets were positive this week as investors continue to assess the state of the global economy. Market Update.

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Talon Wealth

MARCH 15, 2022

Overseas, developed markets outperformed emerging markets, with developed markets returning positive performance. European indices were positive while Japanese markets returned negative performance. Equity markets were mostly negative this week as investors continue to assess the state of the global economy.

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WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. This means their compensation is directly tied to the transactions they complete or the number of accounts they initiate.

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