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Dividend Scarcity

Posted by Jay Hutchins on Oct 29, 2021 8:37:06 AM

If you look at finance magazines and websites you’ll see headlines such as, “10 Dividend Growth Stocks You Can Count On” (Kiplinger), or “20 Dividend Growth Stocks Blasting Off” (Forbes). There’s an annual “Dividend Aristocrats” list of 65 companies, and occasional articles telling retirees that they should buy stocks so they can live off of the dividend checks.

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Estate planning Checklist - Time for an Update

Posted by Clara Moses on Sep 29, 2021 9:50:28 AM

Many of us understand the importance of having an estate plan, but we can't stop there. It's equally as important to periodically check your estate plan for necessary updates.

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Topics: estate planning

Risk & Reward

Posted by Jay Hutchins on Aug 30, 2021 3:22:41 PM

Ah, the heady times when markets just keep rising as if to the moon. It is exhilarating, isn’t it?

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Bitcoin "Investments"

Posted by Jay Hutchins on Jun 22, 2021 10:22:54 AM

There’s a lot of buzz in the investment world about Bitcoin—and cryptocurrencies in general. Is it an investment? A real medium of exchange? Some of this interest undoubtedly comes from the fact that, in 2009, Bitcoins were selling for eight cents a coin. At the peak earlier this year, one of those coins was trading at $65,000.

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Topics: investing, bitcoin

The Many Benefits of Reading

Posted by Jay Hutchins on May 18, 2021 10:09:09 AM

These days it seems like reading is becoming a thing of the past, what with podcasts, TED Talks, and YouTube videos becoming more popular vectors of information and entertainment. But a growing body of scientific literature suggests that reading actual books may be more important than we realize for enhancing certain parts of our brains and delaying the onset of dementia.

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Good Debt vs. Bad Debt

Posted by Clara Moses on Apr 7, 2021 10:59:16 AM

Loans and credit cards all sound like a dream come true when you first hit some level of financial awareness. Many young adults have thought, “Am I about to be handed free money?” That’s before they have a true understanding of what it means to be in debt.

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Where to look for inflation

Posted by Jay Hutchins on Mar 9, 2021 1:59:04 PM

Conventional economics tells us something that would seem to be obvious: when the government creates more money, there is more money available to buy things, and therefore the prices of things rise—and we get inflation. For some reason, this logical sequence of events seems not to be happening today. The amount of money in the U.S. economy is 25% higher than it was at the start of 2020—the fastest pace of growth since the U.S. Federal Reserve banking system was established in 1913. You can see from the chart that we have experienced steady growth of the money supply until around 2009, when the slope increased (remember the Great Recession?), and then in early 2020 the growth of dollars in the system made another dramatic shift upwards.

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Most (and least) Expensive States

Posted by Jay Hutchins on Jan 26, 2021 10:55:48 AM

If you could live in any U.S. state, which one would let you keep more of your money than others? The answer turns out to be surprisingly complicated…

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What Is a Fiduciary?

Posted by Clara Moses on Dec 8, 2020 11:44:30 AM
J argon is wonderful when it applies to one’s own profession, but it is not so enduring when it applies to someone else s. I am surrounded in my family by medical professionals and engineers. So, one can only imagine the conversations around my house flying over the head of a financial planner. However, my industry has its own jargon as that can cause confusion for clients of financial services. In this blog , I will shed some light on a very important word that gets used quite often but still re mains shrouded in mystery for some: fiduciary.
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Why Invest in a Women-Owned Business

Posted by Clara Moses on Sep 23, 2020 11:31:23 AM

The initials ESG refer to the factors used to measure the environmental and ethical impact of investing in a company. The “G” stands for governance, corporate governance to be exact. A trend within the group of investors who care about the systems, structures and policies governing a corporation is investing in more women-owned and women-led businesses.

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