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Educational Resources

Celebrate the Journey to Financial Freedom with This Three-Step Process

Jul 2, 2020

By Debbie Placke, Vice President and Manager, Financial Planning Strategies and Marketing

As we were ringing in 2020, who could have imagined what the following months could hold. In February, as news about the virus began, the economy started to spiral. There have been about 47 million unemployment claims since the beginning of the pandemic. That means that millions of Americans are now searching for financial solutions to keep them above water.

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Reality Timeout

Jun 29, 2020

By Pete Biebel, Senior Vice President

Just when it looked as though the market could trend endlessly higher with the explicit backing of the Fed, there was suddenly a spike in COVID infections.  Just when the potential valuations for social networking and online shopping stocks seemed limitless, there was suddenly concern about the future.  It seems more likely that the declines in the market in two of the last three weeks were not a timeout from reality;

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Three Surprising Ways to Spend Your Stimulus Check

Jun 17, 2020

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

With the first round of stimulus checks delivered and another round being discussed in Congress, now is a good time to review ways to make the most of the income you have received. For many, the stimulus checks were a welcome relief – calming anxieties over how to pay bills such as rent, mortgages, and utilities or provide food to put on the table.

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July 15 Tax Filing and Payment Deadlines Quickly Approaching

Jun 16, 2020

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

The year 2019 may feel like a lifetime ago, but if you haven’t yet filed or paid your federal income taxes for 2019, that deadline will be here before you know it.  After the coronavirus reached pandemic status in March, one of the first announcements from the IRS was the extension of the 2019 federal income tax filing and payment deadlines to July 15,

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A Bump in the Road

Jun 15, 2020

By Pete Biebel, Senior Vice President

The market’s expressway higher took an abrupt detour last week.  The averages had motored higher over the previous three weeks, adding significantly to their recovery gains from the March lows, and relegating the February/March sell-off to a just a speck in the rearview mirror.  Analysts were declaring a wide-open road ahead as the NASDAQ Composite Index (COMP) crossed above the 10,000 level and reached new record highs. 

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Terminal Velocity

Jun 8, 2020

By Pete Biebel, Senior Vice President

Last week the market mimicked the previous weekend’s SpaceX launch, rocketing into the stratosphere. It lifted off on the opening bell Monday and never looked back. The second stage fired Friday morning, fueled at least partially by the surprisingly good employment data. The averages, major and minor, all gapped-up sharply that morning and continued higher into midday when they leveled off, apparently having reached a proper orbiting altitude.

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Chugging Right Along

Jun 1, 2020

By Pete Biebel, Senior Vice President

I suspect that not very many people care too much about what I have to say about the stock market this week.  Sadly, that may be true a lot of the time, but this week in particular the country has new concerns and worries that have suddenly compounded the dislocations caused by the COVID contagion.  It’s not so much the weekend’s demonstrations themselves that are a concern,

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As Education Expenses Continue to Climb, Are You Saving Now or Borrowing Later?

May 29, 2020

By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing

This spring and summer the whole world is living through something that has never been experienced in our lifetimes. With the COVID-19 pandemic at its peak and stay-at-home orders in place for most of America causing businesses to close, many people are struggling to keep their heads above water.

In these challenging times, what is happening to your financial goals?

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Reevaluations and Reconstitutions

May 18, 2020

By Pete Biebel, Senior Vice President

For the past five weeks, the big question for the market has been whether the impressive rally from late-March into late-April was the beginning of a new bull market or just a rebound rally in a continuing downtrend. The rally extended far enough to convince many that the lows had been seen, but it failed to climb far enough to invalidate the continuing bear market theory. 

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How Fit are Your Finances? Take This Quick Quiz and Find Out!

May 12, 2020

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