The Investment Risk You May Not Know About

The Investment Risk You May Not Know About What can you do to allay this risk? Provided by: Nate Lewis Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some

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Weekly Economic Update 3/11/2019

Weekly Economic Update 3/11/2019 A disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. Provided by: Paul Lewis, CFP®,CWS® THE WEEK ON WALL STREET As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While

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Could Assumptions Harm Your Retirement Strategy?

Could Assumptions Harm Your Retirement Strategy? Three common misconceptions to think about. Provided by: Nate Lewis 1 – Assuming retirement will last 10-15 years. When Social Security was created in the 1930s, the average American could anticipate living to age 58 as a man or 62 as a woman. By 2017, life expectancy for the

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Have You Budgeted for Retirement?

Have You Budgeted for Retirement? Creating a strategy for success. Provided by: Nate Lewis Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving work, sit down (perhaps with the financial

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Midlife Money Errors

Midlife Money Errors If you are between 40 & 60, beware of these financial blunders & assumptions. Provided by: Nate Lewis Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. These errors

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To Catch a Thief

To Catch a Thief Having your identity stolen may be costly. Provided by: Nate Lewis Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. A 2018 Javelin Research report found identity theft hit an all-time high in 2017, affecting an estimated 16.7

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