Stay the Course

Like most of us nowadays, you’ve probably tuned into the news and have seen updates on the looming market. The predictions, reports, and sensationalized views probably have you on edge. Our partners from  Morningstar Investment Management shared a great public...
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Ways to Fund Special Needs Trusts

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
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Investing for Impact

Socially responsible investment strategies and you. SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to...
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Encore Essentials: Mutual Funds

Encore Essentials: Mutual Funds In this article we will break down the basics of mutual funds and give you an overview of how they work and why so many investors like them! What Are Mutual Funds? A mutual fund is a company that pools money from many investors and...
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Monthly Economic Update October 2019

Sign up below to get updates sent to your inbox! In this month’s recap: The Fed cuts interest rates, the price of oil spikes, and trade negotiations between the U.S. and China are rescheduled. THE MONTH IN BRIEF September brought an economic event that was widely...
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