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Cautious optimism: A balancing act
As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.
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Past Articles
Credit yourself by staying vigilant
By Joel Dresang Eight months ago, when I reported that someone had tried to use my credit card without my knowledge, I said it wouldn’t be the last time. Well, on Jan. 27, it happened again. My credit card issuer texted me to say it declined a $23.65 charge with my card at Aldo shoes. “Was this you? Reply YES or NO.” I replied NO and braced myself. […]
Money Talk Quiz, March 2022
Test your investment know-how by answering questions based on recent Money Talk Podcast discussions. This month’s quiz includes material on interest rates, inflation and the war in Ukraine. Each answer includes links to more information. […]
Facing fears or falling to them
By Joel Dresang A number of forces are behind people’s fear of finances. Besides individual circumstances, low financial literacy is a chief contributor to anxiety and stress over money, according to the joint study by the FINRA foundation and George Washington University. In other words, when it comes to money, what you don’t know can hurt you. […]
Money Talk Quiz, February 2022
Multiple-choice questions on news you need to know, links to more information. […]
Staying the course is not staying still
By Kyle Tetting Stock prices move quickly, but fundamentals change slowly. These day-to-day price movements are largely a popularity contest while long-term market direction is a math lesson. Expectations for continued strong earnings growth point to meaningful opportunities for stocks ahead as stock prices tend to mirror that longer-term earnings growth. Patience remains the challenge, counting on appropriate balance to ride out the current storm. But patience, “staying the course” we often say, isn’t about inaction. It’s about small but necessary course corrections to ensure we remain true to the plan.
Knowing when to tap Social Security
By Joel Dresang Timing retirement involves so much more than when to take Social Security. Still, those benefits play a bigger role than most people realize. […]