While you need not to bring any information with you on your visit, if you do wish to have these analyses completed as accurately as possible, below is a list of pertinent information that is helpful:Retirement Security Analysis While estimates are fine, the more detailed information we have to input, the more helpful the final analysis will…

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Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on environmental, social and governance (ESG) issues have also doubled since 2014.1   RI used to suffer under the guise of a do-good passion project or…

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By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s common for the market to yield at least some “winners” and “losers” among asset classes each year, this was a significant phenomenon that hasn’t occurred…

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  Retirement accounts in the U.S. reached record highs by the end of 2018’s third quarter. The average account balance was $106,500 for 401(k) plans, and the number of 401(k) millionaires in the U.S. increased to 187,400, up 41 percent from 2017.   Among 401(k) investors, one of the most common trends is the use…

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