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Posted on May 1, 2024
Earlier this year, many investors were convinced the U.S. Federal Reserve was on track to reduce interest rates four times by the end of 2024. Back then, it struck me as wishful thinking. Today, given higher-than-expected inflation, I… Read More
Month: May 2024
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Posted on May 23, 2024
Separating AI Hype from Investment Opportunity
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence hype cycle has kicked into hyperdrive. Newsfeeds bring daily reports of generative AI’s promise to accelerate medical and scientific discovery, drive leaps in productivity and eliminate jobs on a mass scale. Businesses and individuals have… Read More
Category: Investment Planning, Market Commentary
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Posted on May 23, 2024
How to Donate: 7 Tips to Improve your Giving
by J. Eric Rice, CFP(R), ChFC(R)
A recent Fidelity Charitable survey shows that donors to charity share common concerns that hold them back from giving more. Consider these solutions.
Category: Community/Giving Back, Investment Planning
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Posted on May 23, 2024
What Kind of Retiree Will You Be?
by J. Eric Rice, CFP(R), ChFC(R)
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
Category: Investment Planning
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Posted on May 1, 2024
What if the Fed doesn’t cut interest rates this year?
by C. Todd Fry, CIMA(R), CFS
Earlier this year, many investors were convinced the U.S. Federal Reserve was on track to reduce interest rates four times by the end of 2024. Back then, it struck me as wishful thinking. Today, given higher-than-expected inflation, I… Read More
Category: Investment Planning
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Posted on May 1, 2024
How Much Car Insurance Do You Need?
by J. Eric Rice, CFP(R), ChFC(R)
Every state has a minimum amount of car insurance you must buy to satisfy financial responsibility laws. Liability insurance is the main mandated coverage. It covers damage and injuries you cause to others in an accident. The most… Read More
Category: Investment Planning
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Posted on May 1, 2024
Donor-Advised Funds: A Popular Tax-Advantaged Way to Give to Charity
by J. Eric Rice, CFP(R), ChFC(R)
A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most tax-efficient ways to donate money to charity, which… Read More
Category: Investment Planning
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