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Four Steps to Rebuilding Your Business

November 2020

Few business owners have escaped the financial effects of stay-at-home orders, new safety protocols, and consumer fears related to the pandemic. Even if you took advantage of temporary federal, state, or local relief funds to help you stay afloat during... Read more

Your Estate: Have You Looked at These Legal Documents Lately?

November 2020

If you haven’t prepared certain estate documents, or the ones you have are out-of-date, your intentions could easily become a matter of dispute. The courts might have to make critical decisions regarding your medical care and finances or determine who... Read more

Passive, Active, or Both?

November 2020

As demonstrated by the extreme market volatility in the first half of 2020, it’s very difficult to anticipate the direction of the financial markets. That’s one reason why index mutual funds and exchange-traded funds (ETFs) have drawn increasing interest from... Read more

Three Questions to Consider During Open Enrollment

November 2020

Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most out of what your employer offers and possibly save some money by taking the time... Read more

Five Investment Tasks to Tackle by Year-End

November 2020

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is... Read more

HOT TOPIC: The Jobs Recovery: More Work to Be Done

November 2020

In April 2020, the U.S. economy lost an astonishing 20.8 million jobs, by far the largest loss recorded in a single month dating back to 1939. To put this in perspective, the second largest monthly job loss was about 2... Read more

Business Cycle Basics: Recessions Begin and End Before We Know It

October 2020

In March 2020, most state governments ordered nonessential businesses to shut down in response to the COVID-19 pandemic. This sudden halt in business activity and the resulting spike in unemployment made a recession immediately predictable, although few had seen it... Read more

Insurance to Help Protect Your Business from Lawsuits

October 2020

Accidents and mistakes happen no matter how well a business is run, and the expenses involved in defending a lawsuit could be devastating, whether the owner is found to be at fault or not. Fortunately, liability insurance can help offset... Read more

Investing in UITs

October 2020

You may be familiar with the most common types of investment companies — mutual funds and exchange-traded funds (ETFs) — but how much do you know about a third type: unit investment trusts (UITs)? They are structured differently and offer... Read more

Accumulating Funds for Short-Term Goals

October 2020

Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals typically require a conservative investment approach. If your portfolio loses 20% of its value due to a temporary event, it would require a 25%... Read more

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