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Financial Clarity in a Time of Transition
Divorce can significantly change your financial picture, especially if you and your spouse have different earning capacities. It’s important to understand your situation and be ready to advocate for yourself, as the decisions made during the divorce process will affect the rest of your life. Here’s how to prepare to limit the impact on your…
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Seven Simple Steps to Improve Your Financial Health
Money is a major source of stress for many Americans. If you want to improve your financial health this year, you’re not alone. The question is, where should you start? You don’t have to reinvent the wheel. Follow these seven simple steps to make progress toward your financial goals. 1. Get a Clear Picture of…
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Industry Spotlight: Homebuilding
The housing market and its corresponding stocks have had a rough time over the last two years. Homebuilding equities fell substantially because high interest rates and low affordability cooled a once red-hot housing market. Meanwhile, the broader stock market indices kept going up. That difference has led to a situation where housing fundamentals and sentiment…
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Market Update – January 2026
Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary Economic Activity Remains Solid Despite Weak Sentiment Economic data continues to highlight a widening gap between how people feel and how the economy is performing. Measures of real activity, such as retail sales and industrial production, indicate the economy ended 2025 with solid momentum. In…
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8 Things to Know About an IRA
There are several types of Individual Retirement Accounts (IRAs), the most common being the traditional IRA and the Roth IRA. Each has its own rules for contributions, withdrawals, and taxes. Understand these differences to choose the plan that’s right for you. 1. You Can Have Multiple IRAs, but Maximum Contributions Are Cumulative The Internal Revenue…
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Marvell Technology
Data centers and semiconductors are market-driving narratives right now because they are the backbone of AI computing. Marvell Technology is a “picks and shovels” play, meaning it provides the tools that support AI development. And though the AI boom may be recent, Marvell Technology has been in the game for over 30 years. It has…
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2026 IRA and Retirement Plan Contribution Limits
Whether retirement is a long way off or right around the corner, planning for it is never set-it-and-forget-it. The Internal Revenue Service (IRS) often increases Individual Retirement Account (IRA) and 401(k) contribution limits to account for inflation. And you need to know that because if you don’t increase your own contributions, inflation may leave you…
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Market Update – Q4 2025
Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to…
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2026 Market Themes
2026 Themes Current Bull Market Growing Old We are over three years into a strong bull market. Well past the average. Source:Ned Davis Research ________________________________________ Interest Rate Environment is Favorable Stocks tend to do well when cutting interest rates after a pause in rates. Source:Ned Davis Research ________________________________________ The Market Really Loves Midterm Elections Midterms…
