EFP INSIGHTS
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On June 15th, the Federal Reserve increased the federal funds rate by 0.75% to fight inflation. This was the largest increase since 1994, and the third increase of the year. Fed Chairman Jerome Powell indicated that rates are anticipated to be increased an additional 1.75% prior to yearend.
In the Barron's article linked below, Neal Templin features Susan Elser, CFP® and asks what advice she would give to retirement savers. In the conversational exchange, Susan discusses several advantageous elements of retirement planning, including account type utilization, tax efficiency, and the importance of opportunistic rebalancing.
2021 was a strong year for the market overall, considering the world's ongoing battle with Covid-19 and the new Omicron variant. Despite these challenges, many key categories saw double digit returns this year.
2021 was a strong year for the market overall, considering the world's ongoing battle with Covid-19 and the new Omicron variant. Despite these challenges, many key categories saw double digit returns this year.
“If you’re in your 60s, you probably don’t do calculations as quickly as you used to. It might take you a bit long longer to learn the nuances of a new investment. Yet when
Many investors have added, or considered adding, digital currency to their portfolios. While it can be a good diversifier to stocks and bonds, there are risks, as with any investment. Before making any
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