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October 2020 IWM Planning Alert

Election 2020: What It Could Mean For Investors For some investors, the outcome of U.S. presidential election can be a concern as it relates to stock performance. The reality is that markets have tended to power through presidential elections - with some volatility...

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Retirement Planning When You Have Enough

Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.  Read Full Article Here... Written By: Christine Benz Published By: www.Morningstar.com

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Think Like Eeyore

Here are five steps to take now, so you're prepared for when the economy and the stock market falter: 1) Ponder your history. 2) Get spending money out of stocks. 3) Invest with conviction. 4) Hold your nose and buy Treasury's. 5) Prepare for rough economic times....

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Election watch: What the U.S. race means for investors

Heading into 2020, there was a little doubt that the U.S. presidential election would be the biggest story of the year. The coronavirus pandemic drastically changed that narrative, pushing the election aside as a health care crisis triggered the worst economic...

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