ICYMI: Protecting Your Portfolio From a Bear Market – three ways to protect your portfolio from the next bear market.
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Our team’s thoughts on how the reopening will impact your finances and more.
What a global reopening means for your wealth (and your health) by Heritage Financial
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Market leadership has changed and some frothy areas exist, but the market keeps chugging along.
Hit Me With Your Best Shot: Speculative Trades Take a Breather by Liz Ann Sonders and Kevin Gordon
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One of the biggest planning mistakes business owners make is not having a sophisticated retirement plan design.
New Comparability Plans by PWMG 401(k) Advisors
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Helpful article for those feeling the stress brought about by the uncertainty of the last 14 months and the potential uncertainty ahead.
Uncertainty Isn’t Going Away. Learn How to Deal With it Better by Ginny Graves
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Great question and an interesting answer.
Can the stock market crash during an economic boom? by Ben Carlson
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Bill Gates breaks it down for us.
5 things you should know about variants by Bill Gates
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Book Recommendation
Preventing the Next Pandemic: Vaccine Diplomacy in a Time of Anti-science by Peter Hotez
“The last five years saw a significant return of epidemic infectious disease, culminating in COVID-19. In our new post–COVID-19 world, how do we prevent future illnesses by expanding scientific and vaccine diplomacy and cooperation, especially to combat the problems that humans have brought on ourselves?“
