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2025 Investment Outlook Seminar Registration
Clients can reserve spots for one of two seminars: 9:30 a.m. Oct. 7, or 7:00 p.m. Oct. 15.
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Past Articles
Gender gaps in financial literacy
By Joel Dresang Even with a greater role in family finances, women collectively have shown less confidence and lower scores in financial literacy. […]
When should I …take my required minimum distribution?
Another frequently asked question on moves investors should consider: When to take required minimum distributions from IRAs.
Financial literacy test – The answers
Test your financial literacy See how you did answering questions in this financial literacy test devised by researchers at George Washington University and the University of Pennsylvania. The correct answers are in bold. 1. Suppose you had $100 in a savings account and the interest rate was 2% per year. After 5 years, how much…
Retirement: Thinking about spending
Although retirement is the most expensive purchase we’ll ever make, only 34% of workers have estimated their retirement expenses.

For What It’s Worth: Rule of Thumb
A rule of thumb is a handy standard that broadly can apply to a situation without bothering with the details.
Rebalancing: More investing, less emotion
A balanced portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance.