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The 2020 Presidential Election and the Markets

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2020 has been an eventful year thus far, and this November will be no exception when millions of Americans cast their vote for the next President of the United States. Although we cannot predict the outcome of the election, we can expect there to be plenty of speculation regarding the election’s impact on the markets. But, should long-term investors focus on the impact the presidential election could have on the markets or stick to their long-term plan?

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Seeking Financial Independence in an Uncertain World

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Seeking Financial Independence in an Uncertain World

As the world at large has learned in recent months, unexpected events can alter the intended trajectory of our lives in a moment's notice.  These life-changing transitions impact our finances in many ways. When life transitions happen, being financially independent can help you weather the storm and regain the stability needed to begin adjusting to your “new normal”. 

Financial independence is typically defined as having enough resources to make working optional. Having this financial security translates into flexibility and freedom. It allows us to be self-insured against a financial catastrophe and take care of those we love when they might not be able to. It gives us the peace of mind that our spouse will continue to live comfortably in our absence. It even grants us the ability to set up our own long-term care in the way we feel most comfortable without becoming a financial or physical burden on our family members. 

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Change and Uncertainty Along Your Life’s Journey

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If there is a single inarguable truth about our experience living in this pandemic fraught world, it may be that all of our lives have changed in ways we did not foresee. Everything from our personal relationships to our professional lives to our finances has been affected. Of course, some have been challenged with more changes than others, but it is doubtful there is a single person this virus has not impacted in some way. The process of adapting to change is termed “transition.”

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Roth IRA Conversions in COVID-19

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There is no doubt that the COVID-19 pandemic has disrupted almost every aspect of our lives.  From business shutdowns, to school closings, and orders to stay “safe at home,” we are currently facing challenges we certainly did not foresee. 

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How to Approach Turbulent Economic Conditions

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Uncertainty. It’s a feeling we are all a little too familiar with right now. We are uncertain when it will be safe to leave our homes again, uncertain if our children will finish their school year online, and uncertain when the market and economy will recover from this recent blow. 

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Women and Wealth: The Importance of Financial Self-Reliance

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If you take a moment to look around at the different generations of women in your life, you may notice quite a range in their attitudes toward money.  Older generations, raised under more traditional societal norms, often took the backseat in both earning and managing the finances. Today more and more women are earning--owning their own businesses, competing in the corporate world, and are the family breadwinners.

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De-Mystifying the Private Equity Sector

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A recent dip in interest rates and highly valuated US stocks have investors looking further into alternative investment options, including private equity. But economic conditions aren’t the only reason PE has grown in popularity. As Larry Swedroe of Buckingham Strategic Wealth points out, “PE excites many investors, offering the opportunity for spectacular returns (although, as with most investments, we generally hear only the stories with happy endings). Even the term conveys an exclusive nature, especially for investors who yearn to be ‘players.’” 

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2019 Year End Tax Planning Tips

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Many of the smart tax moves for 2019 are familiar ones—such as contributing to tax-advantaged retirement plans and increasing or "bunching of deductions. 

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Better Advice, Better Outcomes: The Role of a Certified Financial Transitionist® (CeFT®)

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Transitions are important life pivot points that thrust individuals and families from stability into a position that is new and in flux. Each person will likely experience a handful of transitions over the course of his or her lifetime, and may even experience periods where they go through more than one transition at a time. Common transitions include:

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