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CEC Interview at AICPA Conference


Morning Market Review April 23, 2019

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Financial FAQs

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

The Markets - April 22, 2019

And the answer is…

A Jeopardy! contestant captured the nation’s attention last week by setting multiple records for the most money earned in a single episode. The Standard & Poor’s 500 Index has been setting some records, too.

A Quick Trip To The City

By Thomas Morrone CFP®, CPA

Our children gave us tickets to a Broadway show, Dear Evan Hansen, for a Christmas present. Recently, we went into the city to see that show. Regardless of how many times we go, a trip to NYC is always an adventure. A quick 2-hour train ride and the city that never sleeps is at your beckoning call. As soon as you leave the train platform and enter Grand Central Terminal, you can feel the energy of the city and the buzz in the air as people are scurrying in every direction. That energy level picks up a few notches as you leave the train station and walk outside onto 42nd street. The city is alive with taxis zipping in every direction, sirens blaring and horns honking. NYC, we are here.

Morning Market Review April 22, 2019

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Avoiding Retirement Woes

How to Avoid Retirement Woes

Planning Needs of Single Parents by Emily Murphy, CFP®

Planning Needs of Single Parents

Avoiding Retirement Woes

How to Avoid Retirement Woes

Avoiding a Retirement Disaster

Recently we’ve been approached by a few prospective clients who are just about to retire and would like a financial plan. Most have worked hard for years and now want to stop working. They are unsure how many more years they will want or be able to work. They have some money saved but have never really figured out whether they have enough to retire.

Earth Week

Markets have pushed upward as earnings have generally met reduced expectations. Interest rates have remained low and bolstered expectations for GDP growth. 

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Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, CA, FL, GA, IL, MN, MO, NJ, OH, SC, TX and VA. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.


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