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Claiming Social Security: Sooner or later?

How soon to claim Social Security benefits is essential in retirement planning. Steve Giles offers pros and cons to weigh.

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Past Articles

June 20, 2024

Investing Markets

Investor optimism beyond Dow 40,000

“In fact, the Dow’s records actually understate my optimism for the road ahead.”

April 25, 2024

Investing Markets

Bonds’ place in portfolios gets clearer

Questions may be my favorite part of client meetings.

March 29, 2024

Investing Markets

Weathering winter, enjoying green shoots

Our gentler winter parallels with our recent experience as investors and in the economy.

January 5, 2024

Investing Markets

Changing calendar doesn’t change story

“Every new year begins with a host of questions. For 2024, those questions center around some common themes.”

November 6, 2023

Economy Markets

2023 Investment Outlook Seminar

The first in-person Investment Outlook Seminar in four years is now a Money Talk Video, featuring Bob Landaas, Kyle Tetting and Dave Sandstrom. […]

November 6, 2023

Investing Markets

2023 Investment Outlook Seminar Quiz

Test your awareness of the 2023 Investment Outlook Seminar. Take a 10-question multiple-choice quiz. You have nothing to lose, and the answers include links to further resources. […]