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Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks and pay bills. That’s about 55 million people ostensibly living from cashed paycheck to cashed paycheck.1 When these underbanked people cash their paychecks for immediate funds to buy groceries…
The Federal Reserve’s Federal Open Market Committee (FOMC) evaluates a plethora of factors before making any monetary policy decisions at meetings, which generally take place eight times a year. One source that helps inform their policy decisions is the “Beige Book,” which is the informal name for the FOMC’s “Summary of Commentary on Current Economic…
Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the Fed has indicated reticence to increasing interest rates through the end of the year. In fact, the only headwinds for the rest of the year…
Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any rolling 15-year period during that timeframe.1 While past performance is no guarantee of future results, that bit of history is good for stock investors to…
According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008 to 2010.1 Of course, we do not recommend strategies to avoid legitimate tax liabilities. However, it is important to stay current with the constantly evolving…
Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties and become a landlord to participate, and there are a number of different financial vehicles available based on an investor’s key objectives, timeline and tolerance…
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.1 The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we…
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