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  • Market Commentary: October Is Misunderstood

    Posted on October 3, 2022

    October Is Misunderstood Good riddance to September, as both stocks and bonds had another rough month. When it was all said and done, the S&P 500 fell 9.3% for the worst September since 2008 and one of the worst ever. For the quarter, the S&P 500 lost 5.3%. That was the third consec …

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  • 10 Answers to Questions About the Bear Market

    Posted on September 29, 2022

    2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

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  • Your Most Common Social Security Questions Answered

    Posted on September 28, 2022

    Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”

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  • Market Commentary: Things Are Bad, and That Could Be Good

    Posted on September 26, 2022

    Stocks had another rough week. The S&P 500 flirted with the June lows and swung back into bear market territory. Investors are worried about inflation, the Fed, the economy, the Russia-Ukraine war, among other market challenges.

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  • How to Optimize Social Security

    Posted on September 19, 2022

    Optimizing your Social Security benefits can have a big impact on your quality of life in retirement.   Carson’s Senior Wealth Planner Ryan Yamada hosted the webinar How to Optimize Social Security, which is now available on-demand. 

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  • Market Commentary: Wake Me Up When September Ends

    Posted on September 19, 2022

    The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …

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  • Market Commentary: The Election is Near

    Posted on September 12, 2022

    It’s hard to believe, but we are less than two months away from midterm elections in early November. Given all the well-known worries this year — from inflation to the war in Ukraine, the economy to the bear market — most investors haven’t started to think about midterms quite yet. But we e …

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  • Inflation Reduction Act of 2022

    Posted on September 9, 2022

    You probably have questions on the newly signed into law Inflation Reduction Act. You hear about it on the news and wonder what impact it can potentially have on the market – and your wallet. Get your questions answered in our webinar on the Inflation Reduction Act, now available on-demand.

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  • When Should I Start Claiming Social Security?

    Posted on September 8, 2022

    Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? There are a wide variety of factors that can go into your final decision, and you should always consult with a …

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  • Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

    Posted on September 8, 2022

    Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

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