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Financial Planning and Retirement Planning is an essential part of managing your money and lifestyle. Find information here about these topics that are relevant for the changing times.
I am passionate about building trust-based relationships through meaningful conversations and helping people with addressing their financial problems and concerns.
-Larry Jackson
Your Monthly Market Newsletter, March 2023
Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...
Read MoreReviewing your retirement plan options
As a business owner offering a retirement savings plan to your employees, it’s important to go over your plan every year to make sure it’s still meeting your needs. Here are some things we typically should review:Match...
Read More3 Ways to Pay Off Student Loan Debt
For some households, student loan debt is their biggest monthly expense (after their mortgage). Chances are, these are people who borrowed $100,000 or more to earn an advanced degree, usually in law or medicine. If you or someone you...
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Weekly Market Insights: Mixed Results Following Weak Economic Data
Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones Industrial Average skidded 2.70%, while the Standard &...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...
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Q4/2022 - Quarterly Market Recap
We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...
Read More1/13 Market View Weekly
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...
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Weekly Market Insights: Inflation Cools, Stocks Warm Up
Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...
Read MoreSeptember 2021: Your Money Matters
This month's Your Money Matters newsletter features tips for financial literacy, ways to travel smarter, estimating college costs (and letting go of your kids once the time comes to send them off!), and ideas to set healthy habits!...
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