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What is a “Rolling Recession,” and Are We in One?

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What is a “Rolling Recession,” and Are We in One?

It is obvious that the economic situation following the coronavirus outbreak has been very erratic Despite the fact that people have been discussing the possibility of a recession for some... Read More >

5 Questions to Understand Your Retirement Needs

What Is A Rolling Recession Feeling uncertain of how much money you ll require when you retire It s a typical worry among Americans nearing retirement This blog provides some... Read More >

2 Reasons 2022 Challenged the 60/40 Portfolio Allocation Strategy

The allocation strategy is frequently recommended when beginning your investing journey With of your portfolio in equities and in bonds or other fixed-income investments this approach has traditionally provided a... Read More >

How Rising Interest Rates Affect Your Retirement Plan

The economy in has set multiple records first with the highest inflation rate in years and now with the highest federal reserve interest rates since The US Federal Reserve has... Read More >

Index and Mutual Funds – Key Differences

While an index fund and a mutual fund may appear identical on the surface there are numerous key differences between them that might be vital to your retirement portfolio Both... Read More >

Worried About a Bear Market? Here’s How Long It Could Last

We hear the term bear market and may start to panic But bear markets don t always last long and one can be quite different from another There are many... Read More >

Don’t Let Your Emotions Control Your Finances

If you ve followed markets or financial news especially in the past few years you may have felt certain emotions when your portfolio makes a big jump or declines steeply... Read More >

Don’t Let Your Emotions Control Your Finances

If you ve followed markets or financial news especially in the past few years you may have felt certain emotions when your portfolio makes a big jump or declines steeply... Read More >

Upcoming Events

Annual Client Baseball Outing – South Bend, IN

August 27th at The South Bend Cubs

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Dinner Seminar – Mishawaka, IN

September 12th @ Ruth’s Chris

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Dinner Seminar – Mishawaka, IN

September 17th @ Ruth’s Chris

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Dinner Seminar – Fort Myers, Florida

September 23rd, 24th or 30th @ Coopers Hawk

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Dinner Seminar – Fort Myers, Florida

October 21st and 22nd @ Coopers Hawk

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Educational Workshop – Bonita Springs, Florida

October 21st or 22nd at Bonita Public Library

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Dinner Seminar – Valparaiso, IN

October 29th and 30th @ Pesto’s 

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