The Proactive InstructorArticles

USING THE HSA FOR RETIREMENT, NOT JUST HEALTH CARE

August 7, 2021

USING THE HSA FOR RETIREMENT,NOT JUST HEALTH CARE Whether your health insurance is purchased from the individual market, including government exchanges, or sponsored by your employer, chances are good that one of your options is an HSA eligible plan. A health savings account, often referred to as an HSA, is a savings vehicle that can…

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WHEN SHOULD YOU RETIRE?

July 24, 2021

WHEN SHOULD YOU RETIRE? The three record-setting market drops in March 2020 illustrated just how dangerous the notion of “sequence of returns risk” is for a retirement portfolio. This risk has to do with when you retire as it relates to recent stock market performance.The three record-setting market drops in March 2020 illustrated just how…

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INSIGHTS INTO THE FOURTH INDUSTRIAL REVOLUTION

July 9, 2021

INSIGHTS INTO THE FOURTH INDUSTRIAL REVOLUTION From handling financial transactions to customer data to placing orders and tracking inventory to marketing and communications with a web footprint – very few businesses exist today without the benefit of technology.

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THE REAL ESTATE MARKET IN 2021: CHALLENGES AND OPPORTUNITIES

July 6, 2021

THE REAL ESTATE MARKET IN 2021:CHALLENGES AND OPPORTUNITIES In 2021, the real estate market features low housing inventory,continued price growth and higher expenses that have slowed therate of new construction. It’s a perfect storm for sellers — as longyou have another place to live.

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BIAS IN THE NEWS

June 14, 2021

BIAS IN THE NEWS It’s not unusual for political news coverage to present with a liberal or conservative bias. However, it wasn’t until the media began reporting on the COVID-19 outbreak that news industry analysts began to see a different type of bias: overtly negative.

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HOW INFRASTRUCTURE INVESTMENTS HELP THE ECONOMY

May 29, 2021

HOW INFRASTRUCTURE INVESTMENTS HELP THE ECONOMY The American Jobs Plan (AJP) recently proposed by President Biden is composed of $2.7 trillion in expenditures and $2.1 trillion in raised revenues over a 10-year budget window. The plan is widespread, including investments in broadband, clean water, the electric grid and high-quality housing..

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SELL IN MAY AND GO AWAY?

May 17, 2021

SELL IN MAY AND GO AWAY? In the investment world, there is a catchy phrase that gets tossed around this time of year: Sell in May and go away. The tactic is based on the inclination for the stock market to take a bit of a breather during the summer months and either underperform or…

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FINANCIAL ADVICE FOR EXPANDING FAMILIES

April 30, 2021

FINANCIAL ADVICE FOR EXPANDING FAMILIES Obviously, managing money as part of a partnership is vastly different than doing so for oneself. Even more challenging is the need to constantly adapt money skills for a growing family. Most people start out on their own, evolve into a partnership, and from there families grow in interesting ways…

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STIMULUS, PART III: THE PLAN TO RESCUE AMERICA

April 16, 2021

STIMULUS, PART III: THE PLAN TORESCUE AMERICA In early March, President Joe Biden signed into law the third roundof economic stimulus legislation passed by Congress, authorizingthe largest cash infusion yet. With widespread distribution of thecoronavirus vaccination in our crosshairs, this “American Rescue Plan”stimulus package is designed to jumpstart the economy at the tail endof the…

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Retail Trading Frenzy: Lessons From GameStop

March 1, 2021

In the stock market, there are generally winners and losers. For every investor who buys low and sells high, there is an investor buying high — not knowing if that stock price will climb higher.

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