Resources

These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.

Recent Articles

Monthly Economic Update: June 2022

Monthly Economic Update: June 2022

In this month’s recap: A powerful late-month rally helped recoup losses from earlier in the month. Monthly Economic Update Presented by Brower Financial Group, June 2022 U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped...

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Creating a Retirement Strategy

Creating a Retirement Strategy

Most people just invest for the future. You have a chance to do more. Provided by Brower Financial Group Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or...

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Monthly Economic Update: May 2022

Monthly Economic Update: May 2022

In this month’s recap: It was a challenging month for investors as losses in mega-cap tech companies spilled over to the broader market. Monthly Economic Update Presented by Brower Financial Group, May 2022 U.S. Markets April was a challenging month for investors as...

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Monthly Economic Update: April 2022

Monthly Economic Update: April 2022

In this month’s recap: Stocks rallied as the Fed provided greater clarity on monetary policy, and investors became more upbeat about the economic outlook. Monthly Economic Update Presented by Brower Financial Group, April 2022 U.S. Markets Greater clarity on monetary...

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Why Don’t All Affluent People Become Wealthy?

Why Don’t All Affluent People Become Wealthy?

Perception, hesitation, & poor decisions are factors. Provided by Brower Financial Group Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals...

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Monthly Economic Update: March 2022

Monthly Economic Update: March 2022

In this month’s recap: Stocks dropped as escalating tensions in Eastern Europe upended the market. Monthly Economic Update Presented by Brower Financial Group, March 2022 U.S. Markets Escalating tensions in Eastern Europe upended markets in February, sending stocks...

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Major Risks to Family Wealth

Major Risks to Family Wealth

Protect your family assets for future generations. Provided by Brower Financial Group   All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often,...

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Monthly Economic Update: February 2022

Monthly Economic Update: February 2022

In this month’s recap: Stocks fell as rising bond yields, elevated inflation, and a hawkish-sounding Fed took turns rattling investor confidence. Monthly Economic Update Presented by Brower Financial Group, February 2022 U.S. Markets Rising yields, elevated inflation,...

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Retirement Preparation Mistakes

Retirement Preparation Mistakes

Why are they made again and again? Provided by Brower Financial Group Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague...

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Outlook for 2022

Outlook for 2022

It’s a new year, full of new possibilities for what may lie ahead. Provided by Brower Financial Group By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets...

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Financial Glossary