Market Update: June 2024

Commonwealth CIO Brad McMillan recaps May’s market and economic news. Most stock indices were up from 3 percent to 6 percent in May, and the S&P 500 and Nasdaq reached new...

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Basic Estate Planning Documents

Basic Estate Planning Documents

Although many of us don’t like to think about planning for a future that we won’t be around to experience, a well-thought-out estate plan helps us manage and preserve assets...

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After the Last Paycheck

After the Last Paycheck

You’ve been looking forward to retirement for most of your working life. Maybe you’ve been anticipating relaxing on a beach, traveling, or writing a book. You might have great...

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Emotions of Investing

Emotions of Investing

Logic and emotion have never been a perfect pairing. It is logical for investors to stay focused on their long-term goals during volatile markets, but emotionally it is very...

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10 Common Retirement Mistakes

10 Common Retirement Mistakes

In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in...

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Benefits of Retirement Planning

Benefits of Retirement Planning

Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about...

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Budgeting for the Holiday Season

Budgeting for the Holiday Season

As the winter gifting holidays approach, current economic conditions might cause you to be more cautious than usual about how much you spend on friends and family this year. If...

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Making the Case for Bonds

Making the Case for Bonds

What a difference a couple of years makes. At the end of 2021, interest rates were at rock bottom, and banks offered savers little more than crumbs. Fast forward to today, and...

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July 2023 Market Update

July 2023 Market Update

Market Quick Hits Solid July for Markets Continued Challenges for Fixed Income  Economic Growth Beats Expectations  Market Risks Fading  Strong Economy Supports...

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Making the Case for Bonds

Making the Case for Bonds

SRP Clients, What a difference a couple of years makes! At the end of 2021, interest rates were at rock bottom and banks offered savers little more than crumbs. Fast forward to...

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