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Posted on February 10, 2025

Bonds appear well-positioned to make a significant contribution to portfolio returns this year. In an environment where interest rates are projected to remain above inflation, the prospects for fixed income investment are favorable. However, investing is rarely without risk. Uncertainties surrounding consumer spending, tariffs, immigration, fiscal policy and deregulation could re-ignite inflation, derailing an otherwise favorable trajectory.
Vanguard Active Fixed Income Perspectives Q1 2025
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Posted on May 13, 2025
4 AI Bottlenecks Could Bolster Old Economy Companies
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence (AI) hype cycle may be coming to an end. Technology giants and investors alike are enthusiastic about AI’s potential to drive productivity gains and transform the economy.
But certain resource constraints could prevent AI growth rates from meeting lofty expectations. Indeed, investors in recent months have begun to question how long it will take for the multibillion dollar investments in AI to translate to profit growth. But the bottlenecks might not be where you expect.
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Posted on May 13, 2025
Will 2025 Be a Good Year to Sell Your House?
by J. Eric Rice, CFP(R), ChFC(R)
Key trends in mortgage rates, home prices and buyer demand to help you determine if 2025 is the right year to sell your home.
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Posted on May 13, 2025
8 Pieces of Financial Advice for New College Graduates
by J. Eric Rice, CFP(R), ChFC(R)
College graduation is exciting and stressful as you look for a job and start work in your chosen field. Not only are you trying to get the hang of working full-time, but you may also be trying to rent your first apartment, pay bills and handle all of your new financial responsibilities. That’s why it’s important to read financial advice tailored to new graduates. After all, learning how to manage your finances before money mistakes happen can help you avoid easy-to-make slip-ups like dings to your credit score or an overdrawn bank account.
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Posted on April 18, 2025
How To Invest with Clarity Through Market Volatility
by C. Todd Fry, CIMA(R), CFS
Key Takeaways
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Posted on April 18, 2025
How long should I keep records?
by J. Eric Rice, CFP(R), ChFC(R)
The length of time you should keep a document depends on the action, expense, or event which the document records. Generally, you must keep your records that support an item of income, deduction or credit shown on your tax return until the period of limitations for that tax return runs out.
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Posted on April 18, 2025
Eight Habits for a Happy Retirement
by J. Eric Rice, CFP(R), ChFC(R)
Most people think that planning for a happy retirement is all about numbers. It centers around one question: Do my financial assets — pension, 401(k)s/IRAs, Social Security, property, sale of a business, etc. — provide enough income to fund my desired retirement lifestyle? But ask any retiree, and they will likely tell you that is only half the story.
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Posted on March 13, 2025
Decoding Tariffs: What’s the Economic Impact?
by C. Todd Fry, CIMA(R), CFS
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Posted on March 13, 2025
How Much Does Long-Term Care Insurance Cost and Is It Worth It?
by J. Eric Rice, CFP(R), ChFC(R)
Many of us will need long-term care at some point in our lives. Still, we often ponder whether Long-Term Care Insurance is worth the cost and elect to self-insure instead. The National Council on Aging begins by taking a look at the real costs of care.
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Posted on March 13, 2025
2024 Couples & Money Study
by J. Eric Rice, CFP(R), ChFC(R)
We all look at money differently. Couples are no exception. Expectations or desires can be different. So can each partner’s understanding of financial concepts and capacity. Still, the desire for financial security is very prevalent, which is why communication will always be key.
2024 Couples & Money Study
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Posted on February 10, 2025
Vanguard Active Fixed Income Perspectives – 1st Quarter 2025
by C. Todd Fry, CIMA(R), CFS
Bonds appear well-positioned to make a significant contribution to portfolio returns this year. In an environment where interest rates are projected to remain above inflation, the prospects for fixed income investment are favorable. However, investing is rarely without risk. Uncertainties surrounding consumer spending, tariffs, immigration, fiscal policy and deregulation could re-ignite inflation, derailing an otherwise favorable trajectory.
Vanguard Active Fixed Income Perspectives Q1 2025
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