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Traditional Vs. Roth IRA

Traditional Vs. Roth IRA

Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 41 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 32 million households.1 Both...

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June 3, 2024

June 3, 2024

Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Hershey Financial Group, LLC Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news...

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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs) Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it's essential to work with a financial professional familiar with your many options, including older tools. You don't need to...

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May 27, 2024

May 27, 2024

Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Hershey Financial Group, LLC Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with...

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Choices For Your 401(K) At A Former Employer

Choices For Your 401(K) At A Former Employer

Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...

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May 20, 2024

May 20, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Hershey Financial Group, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded...

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Choosing A Retirement Plan That Fits Your Business

Choosing A Retirement Plan That Fits Your Business

Choosing A Retirement Plan That Fits Your Business To choose a plan, it’s important to ask yourself four key questions. If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things...

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May 13, 2024

May 13, 2024

Weekly Market Insights: Stocks Rise, Anticipating Rate Cut Presented by Hershey Financial Group, LLC Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks...

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May 6, 2024

May 6, 2024

Weekly Market Insights: Volatility, Uncertainty Rule The Week For Markets Presented by Hershey Financial Group, LLC Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets...

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April 29, 2024

April 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Hershey Financial Group, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data...

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