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In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
Congratulations, you did it! Graduation is a major milestone, and with your diploma in hand a new chapter begins. What’s next? Whether you’re starting a job or exploring your next steps, one thing is certain: this is the perfect moment to take control of your financial future. The habits you form now will shape your […]
Lloyd K. Wong, CFA
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets and accessing trading platforms, dealing with our custodial partners, connecting with our clients’ banking providers, or strategizing with related professionals from the legal, accounting and insurance fields, we coordinate this complex […]
Kathleen Gilmore, CFP®
We all define “risk” to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements we saved for; for others, it’s based in providing for family members who may not be able to provide for themselves; for many, it’s a fear (sometimes irrational) of running […]
Kathleen Gilmore, CFP®
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again.” —Eleanor RooseveltMuch has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than generations that came before. According to the U.S. Census Bureau, residents age 65 and over grew from 35.0 million in 2000 to […]
Kathleen Gilmore, CFP®Next Up
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