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Dealing with a Down
Market |
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With the recent turbulence in the economy and the financial markets, a lot of investors are becoming increasingly concerned about their retirement savings. According to a government report, the recent drop in stock prices erased almost $2 trillion dollars from retirement savings accounts.
How should you react to the financial crisis? Although many worried investors may be cashing out of the investment markets and parking their money in a cash account, most financial experts would advise against panic selling.
Continue to take a long-term approach to the market can help you maintain your investment. The stock market typically goes through a series of ups and downs. Investors who sell after a large market drop tend to do worse over the long-term than buy-and-hold investors because the panic sellers miss out on gains when the... MORE
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| CLICK HERE to get your free copy of our 24-page retirement booklet, “Planning for Retirement – Strategies for Your Life, Your Finances, and Your Future”. In this booklet, you’ll learn more about strategies and options for your future. |
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CLICK HERE for your FREE Financial Review. Because we place such a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Making the Most of Year-End Strategies
As we enter into the last couple of months of the year there is still time to take advantage of some year-end financial planning strategies. Consider the following... MORE |
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Tax Planning:
Year-End Tax Planning 2008
November is a good time to look at what you can do to reduce your tax bill next April. There are many strategies that you can employ now through December 31 that will lower your tax... MORE |
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Mortgage Tips:
What is a Mortgage Short Sale in Real Estate?
This is a very common scenario in the current real estate market. It’s becoming a popular option among sellers, banks, and realtors in order to sell property with high loan to values in a... MORE
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Insurance Insights:
How is Your Health Insurance Affected?
Responding to improved technology and the efforts of individuals to improve their own health, life insurance carriers are providing new opportunities for individuals that previously may have... MORE |
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Investment Management Updates:
Overcoming the Fear of “What if I Buy the Top?!”
You’ve worked hard for your life savings, and you’re counting on it to be there to provide for your lifestyle and security through your retirement. It’s reasonable to understand how your... MORE
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Thoughts from Bruce Helmer:
Money and Children
Our financial relationship with our children will go through many stages as they, and we, age. The four key stages of your financial relationship with children are... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating T.G.I. Friday’s restaurant. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Edina, Mankato, Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines – North Dakota: Fargo |
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