Posts Tagged ‘holistic’

Home Sweet Home

  Like other aspects of the economy, the real estate market has been slow to recover to “normal” levels. But we believe there are some positives that come with the lull in housing sales. In some pockets of the country, prices have escalated substantially due to low inventory, high demand and relatively low interest rates.…

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More Retirees Heading for Hubs

When retirement is on the horizon, many people put their current hometown in the rearview mirror. As the retiree population continues its upward trajectory, we expect popular retirement destinations to grow right along with it. A recent study by McKinsey & Company identified 13 U.S. “retirement hubs” — cities that are most likely to experience…

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The Media that Cried “Crisis”

The word “crisis” has become quite popular in our 24-hour news cycle. It’s a word media outlets have attached to everything from student loans to weight gain to a national shortage of biscuits in an attempt to maximize the eyeballs on their content. [CLICK HERE to read the article, “The Great British Biscuit Crisis is…

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Financial Markets and Presidential Elections

  There’s a saying that with enough prodding, you can make statistics say whatever you want. We believe this is especially true for the loads of data surrounding presidential elections. It’s possible to use the data to say two different things about the economy, depending on the point you’re trying to make. For example, one…

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The Art of Intelligence Open to Interpretation

  Albert Einstein once said, “The true sign of intelligence is not knowledge, but imagination.” People may have different views on that point. Would someone with an MBA from Harvard be considered more intelligent than a painter with an art degree? Certainly, it’s an open discussion. Regardless of who attends college or what profession they…

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Watching the Markets with Interest

  In March, the Federal Reserve decided to reign in its plan for raising rates this year, reducing the expected number of rate increases from four to two. The Federal Open Market Committee came away from its most recent meeting projecting an interest rate hike of .50 percent, down from the original projection of 1…

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How to Handle Finances with Class

Going back to college as a grown adult is a big decision. In the long run, the skills and knowledge acquired from additional education can help land a higher-paying job. The question is if the temporary costs and time constraints of paying for classes will provide a satisfactory return on investment. [CLICK HERE to read…

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Difference in Stagnant Market Could be Startups

The jobs report from January 2016 revealed gains in some industries and declines in others, with the net result putting the unemployment rate at 4.9 percent, roughly the same as the month before. Areas on the rise included retail, food and beverage, health care and manufacturing; declines were seen in private educational services, transportation, warehousing…

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Pondering Retirement Relocation?

There often are two schools of thought among new retirees: (1) Stay put, or (2) “Get out of Dodge.” For those interested in moving, there’s a proliferation of questions to address. For example, where would you go? Do you have a favorite vacation spot where you’ve always dreamed of living? Can you afford to live…

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It’s Never Too Early to Plan Your Retirement

Even when you’ve determined an exact date you want to retire, it’s hard to know how many years your retirement will last. So it stands to reason that planning for an early retirement could be a challenge. However, there are ways. We can take a look at your current financial situation and figure out if…

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