Don’t let investments go on vacation

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Offered by: Tim Roberts – Edward Jones Now that we’ve gained at least some space from the COVID-19 pandemic, summer travel is heating up. But while you might be eager to hit the road, you won’t want your investments to take a vacation – you need them to work hard for you consistently. But how… Read more »

Investing With Your Heart

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Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. The history of socially responsible investing stretches as far back as the mid-18th century, but its more-modern form began taking shape in… Read more »

401(k) Decisions – You Can Take It With You

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Offered by: T. Lloyd Worth – Worth Wealth Management If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer’s retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more. Uncle Sam Loves Cash… Read more »

Stampeding Bull Market May Slow Down…So Be Prepared

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Offered by Tim Roberts, Edward Jones We’ve enjoyed a long bull market. But when it starts losing steam, you, as an investor, need to be prepared. Consider these ideas: First, you may want to think about fixed-income vehicles, such as bonds, which can help reduce your portfolio’s vulnerability to market downturns. Second, look at international… Read more »

Saving $1 Million for Retirement

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Offered by T. Lloyd Worth How many of us will retire with $1M or more in savings? More ought to – in fact, more may need to given inflation and rising health care costs. A 2015 Government Accountability Office analysis found the average American aged 55-64 had just $104,000 in retirement money. A 2016 GoBankingRates… Read more »