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Weekly Market Report: August 1–5, 2022

By David Hollander | August 8, 2022

Unexpected Jobs Data In July, the U.S. economy added an impressive 528,000 jobs. This was double the expected jobs number. However, the market didn’t do so well this week. The Dow was off slightly, off 0.1%. S&P was up a little bit, 0.4. Nasdaq up 2.2 for the week, but…

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Weekly Market Report: July 25–29, 2022

By David Hollander | August 2, 2022

The market had a pretty good day last Tuesday. For the week, the Dow finished up 3%, S&P 500 up 4.3%, NASDAQ was up 4.7. It’s still off over 20% for the year, so technically, in a bear market. The ten-year treasury was down to 2.66% on the yield, and…

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Estate Planning for Valuable Cars or Car Collections

By David Hollander | August 1, 2022

You love it. You know you do. Why else would you spend so much time with it? I’m talking about your favorite car or, if you’re fortunate, car collection. The truth is, when you die, decisions will have to be made about your precious collection that you may or may…

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The True Cost of Homeownership

By Amanda McFarlane | July 22, 2022

To many, owning a home is the pinnacle of adulthood, responsibility, and success. When you think about purchasing a home, you may tend to only think about it in terms of your down payment and monthly mortgage payment. But to limit your homeownership budget to these two items would be…

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What Is Financial Planning?

By Amanda McFarlane | June 24, 2022

According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals.” If this seems broad, well, it is—financial planning covers a vast range of areas with the goal of providing a comprehensive picture…

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The Value of a Financial Professional

By Amanda McFarlane | May 6, 2022

Recent research from Northwestern Mutual in its 2021 Planning and Progress Study found that just 38% of survey respondents were working with a financial advisor, though up from 29% pre-pandemic. With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the…

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