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The Markets
April 9, 2025

The 7 Investment Blunders You Can't Afford to Make

Investment decisions should be driven by a long-term plan, rather than by current events or predictions about the future.
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The Markets
A blog post image of a road going off into the distance.
March 30, 2025

Gaining Command Over Today's Unpredictable Market

Don't let short-term volatility or the latest news cycle distract you from your long-term plans.
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Financial Planning
A hand pruning a garden plant with clippers.
February 27, 2025

3 Ways to Minimize Your Tax Liability

Lowering the amount of your income subject to taxes is one of the most effective ways to reduce your tax bill—and may also help keep your income at a lower marginal tax rate.
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Economic Outlook
A shipping container boat for a blog post about the slowly growing U.S. economy.
February 18, 2025

Why the US Economy May Grow More Slowly Than Expected

The US economy may expand more slowly than previously forecast as tariffs on imports rise and the Trump administration signals that it may tolerate slower growth in order to implement its trade policies.
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The Markets
A woman at her computer for a blog post about buying bonds.
February 14, 2025

It Could Be a Great Time for Bonds

Higher yields enable individual bonds to once again play their traditional role as sources of reliable, low-risk income for investors who buy and hold them to maturity.
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Financial Planning
Close up of two people reviewing documents for a blog post providing 5 financial planning basics.
February 4, 2025

5 Financial Planning Basics to Consider Now

If you’re feeling a bit anxious about the economy, you’re not alone. With inflation still relatively high, interest rates still up, and a presidential election looming, economic optimism is not universal among consumers.
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The Markets
VR goggles for a blog post about A.I. and the Metaverse.
January 28, 2025

The Reality of AI and the Metaverse

Investors have not been feeling the virtual world. Will that change?
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Financial Planning
A multigenerational family for a blog post about if you need an estate plan.
December 27, 2024

Do You Need an Estate Plan?

Among the key issues to consider are children, the size of your estate, and privacy.
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