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Financial Accomplishments for Millennials

Financial Accomplishments – The Millennial Generation

There is a lot of evidence that suggests that are facing unique challenges that older generations never had to encounter, as it relates to finances. With this backdrop, it’s easy to see that Millennials have actually accomplished quite a lot despite having to navigate the 2008 financial crisis, as well as overcoming a reputation for being notoriously bad …

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Aging Parents: Can a Home Remodel Allow Your Parent to Age in Place?

Aging Parents: Can a Home Remodel Allow Your Parent to Age in Place?

When it comes to living independently as we age, much has to do with our surroundings. Many people wish to remain in their homes and age in place, but this is not always manageable. If you are helping your aging parents determine their options, it’s worthwhile to ask whether retrofitting or remodeling their existing home …

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Presidential Elections- What Do They Mean for Markets

Presidential Elections: What Do They Mean for Markets

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles, this will inevitably include discussion …

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Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE.  Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is …

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Bulls, Bears, and Long-Term Benefits of Stock Investing

Bulls, Bears, and Long-Term Benefits of Stock Investing

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from —21% to —80% …

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