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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Job Search Tips for Recent Grads 

If you are a recent college graduate, you may be unemployed initially, but that does not mean you do not have a job. Seeking work nowadays might be a full-time job. Thankfully, there are actions that every graduate can take to improve their prospects of obtaining meaningful employment.

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Creating a Household Budget 

According to statistics, money is the most common source of household stress. That being said, many people need a mechanism to track where their money goes after it enters the house. Keeping track of spending is critical to developing a family budget, so you can understand your patterns and spend more sensibly.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Merging Finances After Marriage

If you have recently married, then consider reviewing this to-do list when collaborating with your financial adviser on integrating funds and planning for the future.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Managing a Job Layoff

A layoff is a challenging experience that leaves many people anxious about their next steps. With your financial advisor, you may begin to assess your circumstances, address your goals systematically, and try to weather this setback without completely reorganizing your finances.

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Investor Education Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Investor Education Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Navigating the U.S. Debt Ceiling

The U.S. debt ceiling is back in the news. If the debt limit is not eventually raised or suspended, the U.S. Treasury would likely face a funding crisis that could impact a range of federal spending commitments. Though this scenario is unlikely, there are potential consequences to think through.

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Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Fewer Shipping Containers Arriving at U.S. Ports

Fewer container imports indicate the economy is reverting to pre-pandemic norms. This drop could help alleviate supply chain bottlenecks and ease inflationary pressures, a positive development after inflation rose to a 40-year high during the pandemic.

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Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

An Explanation of Recent Bank Failures

During the pandemic, businesses and individuals flooded banks with new deposits. As the Fed raises interest rates and customers look for higher yields, the banking industry is under considerable pressure.

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Monthly Client Letter Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Monthly Client Letter Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

US Economy Continues to Defy Expectations with Impressive 2023 Start

Based on January economic data and fourth-quarter data revisions, the U.S. economy appears to be in a stronger position than economists forecast. Job growth was robust in January as U.S. employers added 517,000 jobs, well above the average.

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Retirement Clinton Steinhoff Retirement Clinton Steinhoff

Ten Rules for the Retirement Road

Financial advisors often recommend various strategies for investors to follow as they plot their way to retirement. If you feel your retirement investment plan is adrift, consider these ten strategies, which could help steer you in the right direction.

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