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History of U.S. Bear & Bull Markets

The chart shows daily historical performance of the S&P SOO Index throughout the U.S. Bull and Bear Markets since 1942. We believe looking at the history of the market's expansions and recessions helps to gain a fresh perspective on the benefits of investing for the long-term.
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The Milestones of Retirement

As we get older, birthdays mean more than just additional candles on the cake. They also represent financial milestones.

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Financial Planning

As a financial advisor, we believe that having a financial plan is one of the most important steps you can take towards achieving your financial goals.

A financial plan is a roadmap that helps you identify your financial objectives, assess your current financial situation, and develop a strategy for achieving your goals. Here are some key reasons why having a financial plan is so important:

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