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Posts Tagged ‘investment strategy’

February 10, 2025 Weekly Update

By angelicacomahig | February 10, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Retirees’ Guide to the 2025 Economy

By angelicacomahig | February 10, 2025

Economic analysts, policymakers, and investors alike are eager to understand what lies ahead. We spoke with Andrew Opdyke, an economist with First Trust Investments, to guide us through his insights…

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Buy and Hold is Dead: Why Risk Management is Fundamental in Today’s World

By angelicacomahig | April 15, 2021

Buy and sell investments were all the rage just a few years ago. People would invest in a new, hot tech stock, hold on to it and reap the benefit…

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Recent Posts

  • Risk Management: More Than Your Investments 
  • Take Social Security Early or Wait? How to Make the Right Decision 
  • Medicare Prior Authorization: What Retirees Should Keep in Mind 
  • Feeling Uncertain About the Economy? Here’s a Clearer Way to Look at It 
  • How a Retirement Plan Should Evolve Once You Stop Working 

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