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Portfolio Performance: Choose Your Benchmarks Wisely

Dramatic market turbulence has been common in 2020, and you can't help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500 index. The performance of these major indexes is widely reported and analyzed in detail by financial news outlets around the nation.
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Tapping Retirement Savings During a Financial Crisis

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
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Foreign Tourists

More than 79 million foreign tourists visited the United States in 2019, adding $254 billion to the U.S. economy.
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The ABCs of Finance: Teaching Kids About Money

It's never too soon to start teaching children about money.
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Four Questions on the Roth Five-Year Rule

The Roth "five-year rule" typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account.
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Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.
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Happy Memorial Day

Happy Memorial Day from Oak Tree Financial Services.
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Student Debt: It's Not Just for Young Adults

Recent college graduates aren't the only ones carrying student loan debt.
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Why You Might Need Disability Income Insurance

Your ability to earn an income may be your most valuable asset.
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Will vs. Trust: Know the Difference

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two.
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Just for laughs- Surviving-Quarantine

This lady is putting on a brave face, but her private thoughts are a little more stressed-out—and amusing.
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Five Key Benefits of the CARES Act for Individuals and Businesses

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times.
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State Population: Winners and Losers

The U.S. population was 328,239,523 in 2019, an increase of 0.5% over 2018.
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How much you should be saving for you kids to go to college?

Americans owe more than $1.7 trillion in student debt.
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Street View: Really Big Numbers.

LPL Research Chief Investment Officer Burt White talks some big numbers, including 3 million jobless claims and the $2 trillion stimulus package.
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Delivery Services & Other Useful Resources

Current available delivery services and other helpful resources to help prepare for the COVID-19 virus (also known as novel coronavirus).
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How Long Should You Keep Financial Records?

The rules for tax records apply to other records you use for deductions on your return...
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Social Security May Offer a Lifetime of Protection

Social Security is much more than a retirement program.
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Keeping Cool: Investment Strategy vs. Reaction

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.
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Tax Refund: Spend or Save

About 72% of taxpayers received a refund in 2018 and 2019.
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