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is inflation bad for stocks?
By Ben S. Lies, MBA, RSSA

Market Myths Series: Inflation is Bad for Stocks

Introduction to The Market Myths Series. Markets of all kinds are going through a severe correction that is incredibly scary for many investors, especially those who are in or nearing retirement. Believe me when I say that I empathize and understand how hard things are right now. I have spent hundreds of hours over my […]

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The Great Resignation
By Ben S. Lies, MBA, RSSA

The Great Resignation: Why More Americans Are Retiring Now Than Ever

They’re calling it the Great Resignation. This unprecedented phenomenon is observing numerous Americans leave their jobs—some for greener pastures, others for extended periods, and still others, especially older Americans, for retirement. While endless column inches on this matter have been published, one of the big questions is why it’s happening here and now. The most […]

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The word "estate" in large green font with the word "strategy" under it in small green font.
By Ben S. Lies, MBA, RSSA

Why You Need an Estate Strategy [Infographic]

An estate strategy can be a very personal set of decisions, but it is far more than just how we want our money to be passed to our heirs. In the detailed infographic below you will find an outline of the basic components of a proper estate strategy that will not only get your money […]

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Risk Management
By Ben S. Lies, MBA, RSSA

Know The Risks: Market, Interest Rate and Currency Risk

Currency Risk History has shown that successful investing requires discipline and patience. When emotions and investment risks run high, it can be easy to lose focus on your investment strategy.  To help you overcome these challenges and start thinking about the design of a risk management strategy, here are some important items to keep in […]

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