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6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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What Year Is It?

It continues to be a challenging year for stocks, but all is not lost. We believe there could be some decisive gains before year-end. Let’s look back at two other midterm years that were similar to 2022 in more ways than one.

Rockett Pedal, Episode #96

Chris Van Tassel is the co-founder of J. Rockett Audio Designs. Chris and Jay Rockett created their business to provide the best guitar effects for players worldwide. They are both long-time session musicians with decades of experience in the recording industry. After years of being dissati …

Market Commentary: The Worst Month of the Year Is Here

The S&P 500 recently soared more than 17% off its June 16 lows but found trouble near its 200-day moving average. This is perfectly normal, as stocks might need to catch their breath before the next move higher. That is the good news. The bad news is the calendar is doing no one any fav …

What Is Risk Tolerance?

Risk tolerance is a topic spoken about often in the media and financial ecosystem.  When you hear this discussed it usually gives you the impression that determining your risk tolerance is something easy to do.  In reality, determining one’s risk tolerance is more of an art than a science. …

Master Connector, Episode #95

Nkrumah Pierre is the Managing Director of Business Development and head of the Friends of the Firm program at EisnerAmper. After he joined in 2017, he continued to build on the success of the current program by training and leveraging high-potential management groups and the partner group …

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