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Single workers, families, retirees: How much cash you need in an emergency fund at every career stage, according to advisors

Dreams of stopping work, or doing only fulfilling work, 15 years before their parents did are colliding with the realities of amassing enough money to do so.
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Market Watch Financial Face-Off: As rates rise, should you get an adjustable-rate or a fixed-rate mortgage?

More people are considering adjustable-rate mortgages as a way to (temporarily) lower their monthly housing costs, especially in expensive cities. Should you?
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Direct Indexing: Pros and Cons of the Latest Investing Strategy to Go Mainstream

Dreams of stopping work, or doing only fulfilling work, 15 years before their parents did are colliding with the realities of amassing enough money to do so.
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Clearview Portfolio Consulting July 2022 Market Update

Key Points: Stocks had their best month of the year despite the
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These midyear tax strategies can trim next year’s bill from the IRS and reduce ‘unwelcome surprises’

Dreams of stopping work, or doing only fulfilling work, 15 years before their parents did are colliding with the realities of amassing enough money to do so.
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How Much Money Should Your Emergency Fund Have to Weather a Recession?

Dreams of stopping work, or doing only fulfilling work, 15 years before their parents did are colliding with the realities of amassing enough money to do so.
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Clearview Portfolio Consulting Market Update – Regarding Recent Volatility

Last Friday we saw inflation jump 8.6% (shelter, gasoline and food being
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Clearview Portfolio Consulting May 2022 Market Recap

Key Points: Stocks were slightly positive in May, but volatility continues to
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Clearview Portfolio Consulting April 2022 Market Recap

Key Points: Stocks suffered their worst month in two years as the
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Clearview Portfolio Consulting March 2022 Market Recap

High inflation readings in the U.S. are causing high volatility in the
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