Elvis once sang, “Home is where the heart is.” Well, according to a recent study that parsed U.S. Census data, home is also where a good chunk of the money is.
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More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far.
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Wall Street knew a change was coming, but the Fed Chair hid the details until the end. At its September meeting, the Fed cut short-term interest rates by 0.50%
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Saving for retirement requires dedication, focus, and some sacrifice–a three-pronged approach embraced by a greater number of investors! Nearly 500,000
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We are thrilled to announce that we won the award for best Financial Planning Services firm in the Best of the Best of Bend competition! The Best of the Best of
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Whenever you listen to financial experts, there's one topic that will almost always come up: interest rates. But what do interest rates have to do with your
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It's been a wild August for markets. Recession fears kicked off the worst selloff since 2022 at the beginning of the month.
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Time to RSVP! Invitations have been mailed for this year’s Client Appreciation Event and we can’t wait to celebrate with you on September 13th.
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We can’t believe the end of summer is almost here. We’re only a month away from the start of Autumn, a season of transitions.
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Markets are doing their thing again, so let’s discuss. We’ve seen a global sell-off the last couple days following the latest job report. The VIX, often
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A lot has happened recently. After weeks of gains, markets slid as investors took a step back from big technology stocks. At the same time, a global IT outage
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When you see headlines like, “Nvidia becomes world’s most valuable company…”1 Or read that a few stocks are responsible for most of the market’s gains…
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