Category: Client Relations

The Four Phases of Retirement

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances change, you’re likely to have four different phases of retirement. Phase One The first phase is the pre-retirement phase. This […]
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Weekly Market Commentary

Provided by our strategic partner Gradient Investments For more market updates, subscribe to our YouTube channel! Click here to subscribe! Gradient Investments Weekly Talking Points 05/13/2022 All data is for the week ended May 13, 2022. Stocks The equities markets were again marked by increased volatility and sharp declines last […]
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The Four Phases of Retirement

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances change, you’re likely to have four different phases of retirement. Phase One The first phase is the pre-retirement phase. This […]
Continue Reading

Weekly Market Commentary

Provided by our strategic partner Gradient Investments For more market updates, subscribe to our YouTube channel! Click here to subscribe! Gradient Investments Weekly Talking Points 05/09/2022 All data is for the week ended May 6, 2022. Stocks In a very volatile week, the broad US stock market (S&P 500) declined […]
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Weekly Market Commentary

Provided by our strategic partner Gradient Investments For more market updates, subscribe to our YouTube channel! Click here to subscribe! Gradient Investments Weekly Talking Points 04/29/2022 All data is for the week ended April 29, 2022Stocks  US equities were down sharply last week, with the benchmark S&P 500 dropping 3.26%, […]
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Weekly Market Commentary

Provided by our strategic partner Gradient Investments For more market updates, subscribe to our YouTube channel! Click here to subscribe! Gradient Investments Weekly Talking Points 04/25/2022 All data is for the week ended April 22, 2022 Stocks Equities were down across all the major indices, with the S&P 500 declining […]
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