Third Quarter 2018 Update

Just as the season changes from summer to fall, it is important to remember that economies and markets also have “seasons,” which are sometimes referred to as cycles.

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Five Reasons Why You Need An Estate Plan

National Estate Planning Awareness Week is October 15 – 21, 2018.

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Investor's Tip: Why You Need Retirement Goals

Saving to your 401(k) at a rate appropriate for your goals, seeking advice from a financial advisor and periodically evaluating your retirement goals are great steps toward reaching a successful retirement.

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Third Quarter 2018 Market returns were strong in 2016 and 2017 and have rallied again in July and August after a sideways trend for the first half of 2018.
Five Reasons Why You Need An Estate Plan Take the time and effort necessary to plan for your estate goals.
Investor's Tip: Why You Need Retirement Goals Do you know what you want out of your retirement years?

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