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Navigating Markets During Election Years
Scan the financial headlines these days, and you’ll see plenty of potential action items vying for your attention. Some may be particular to 2023. Others are timeless traditions. If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches.
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Stable Value Funds and Market Value Adjustments
Stable value funds and market value adjustments (MVAs) have been a topic of discussion recently due to the changing interest rate environment over the last 18 months. With the increase in rates, MVAs are being assessed at a higher rate to protect against potential losses.
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ESOPs and Investing Non-Employer Stock Assets
When it comes to Employee Stock Ownership Plans (ESOPs), much of the focus tends to be on employer stock. However, fiduciary responsibility extends beyond just managing these shares. It also includes the “Other Investments” account within the ESOP, which can significantly impact the financial wellbeing of plan participants.
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Conversation Clip | Mutual Funds & ETFs vs. Individual Stocks-Video
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Legacy Letter Workshop | Virtual Event (Replay)
Our team got together with Blake Brewer, founder of Legacy Letter, for a workshop webinar where we explored an ethical will, learned how to craft a legacy letter to share, and how to gift your letter to those that matter most to you.
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Understanding Roth-Video
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Saving for Retirement – Pre-Retirement-Video
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Saving for Retirement – Mid-Career-Video
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Saving for Retirement – Early Career-Video
