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Investing

Diversify

Diversify Your Investments: Are You On a Thrill Ride or Base Jumping?

When it comes to your investments, are you an adrenaline junkie or do you prefer a gentler thrill ride? Learn the difference — and how diversifying your investments could reduce volatility
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Windfall

I Just Received a $#!+ Ton of Money … Now What?

From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether
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dollar-cost averaging

Fire Drill: Investing with Dollar-Cost Averaging

When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost
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Optimism

Investing with Optimism

2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these
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investing

Passive vs. Active Investing: Keeping Your Costs Low

How can you avoid excessive investment management fees and limit your transaction costs? By focusing on what you can control. Learn about the differences between active and passive investing philosophies
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Choose Your Own Contribution with Higher Retirement Plan Limits

Did you know that HSA and 401(k) contribution limits increased for 2020? Learn what’s new and use the infographic to see how you can make the most of your retirement
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Comprehensive Services: Investment Management

Stocks, bonds, ETFs, and more: Investment management plays an important role in our comprehensive services process, but the financial plan is the heart of it all. Learn more about how
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alternative investment

An Alternative to What?

What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun
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Investment Management

Active and Passive Investment Management

When it comes to investment management, is an active or passive philosophy best for you? Learn the pros and cons of each, and see if one style — or a
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