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CJM Video Market Update: July 2023
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2023.
Charts Charts Charts!
From QE (Quantitative Easing) to QT (Quantitative Tightening) Global debt continues to grow Interest rates since 1790 Small Business Sentiment is at a level not seen in 35 years
Can a 529 plan affect the amount of financial aid my child receives?
When it comes to paying for your children’s higher education costs, there are a multitude of routes to reach your goal, and it can be confusing to navigate the different savings options, scholarships, and federal financial aid. Some families utilize a 529 plan – a tax-advantaged savings plan that can be used to assist with college expenses. Recently, there have been articles that claim 529 plans can reduce the financial aid awarded to students. While there is some truth in this, the effects can be minimized or even eliminated if you are aware of the nuances dealing with the [...]
To Spend, or Not to Spend… In Retirement
Most of us would agree that financial planners typically do not “encourage” spending amongst their clients. The immediate reasons are obvious. Many of us can spend freely on our own without encouragement (thank you very much). Many of us also understand that the more we spend in our earlier life stages, the more we feel we “need” in the later life stages. In fact, many of our clients who have reached that highly sought after goal of financial independence credit their more frugal lifestyle in their younger years as a primary reason they got there. Therefore, for [...]
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