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Month: January 2022

The Stock Market Could Resume Climbing Higher as The Economic Recovery Continues

Posted on January 31, 2022January 31, 2022 by Loriann Facenda
The Stock Market Could Resume Climbing Higher as The Economic Recovery Continues
Posted in Market CommentaryTagged Investing, stock market, global stock market, stock

Discussing End-of-Life Issues: A Family Imperative

Posted on January 27, 2022February 16, 2022 by Michelle Lowrey
Discussing End-of-Life Issues: A Family Imperative
Posted in Retirement PlanningTagged Financial Planning, advisor, family, planning process, end of life issues, facilitator

A Few Tips for Women Returning to the Workforce After a Divorce

Posted on January 25, 2022January 27, 2022 by Michelle Lowrey
A Few Tips for Women Returning to the Workforce After a Divorce
Posted in Financial PlanningTagged divorce, women, returning to workforce, challenges, Financial Planning

529 Plans: Save for College and K-12 Schooling

Posted on January 19, 2022January 19, 2022 by Loriann Facenda
529 Plans: Save for College and K-12 Schooling
Posted in Financial PlanningTagged 529, 529 plans, education funding, college planning, College Education Funding

Economic Growth Expected to Moderate This Year

Posted on January 11, 2022January 14, 2022 by Michelle Lowrey
Economic Growth Expected to Moderate This Year
Posted in Market CommentaryTagged Market Commentary, Economy, Global Economy, economic growth slower, low stock market returns

The Fed Pivots to Fight Inflation

Posted on January 11, 2022March 7, 2022 by Michelle Lowrey
The Fed Pivots to Fight Inflation
Posted in Investment ManagementTagged pivots, fight inflation, US Treasury, jobs, prices, Inflation, interest rate, fed

529 Plans vs. Other College Savings Options

Posted on January 6, 2022January 19, 2022 by Michelle Lowrey
529 Plans vs. Other College Savings Options
Posted in Financial PlanningTagged Roth IRA, trusts, 529 plans, traditional ira, college savings, us savings bond, custodial accounts, coverdell accounts, mutual funds, Financial Planning

Robo or Financial Advisor: Where Will You Get Your Advice?

Posted on January 4, 2022January 6, 2022 by Michelle Lowrey
Robo or Financial Advisor: Where Will You Get Your Advice?
Posted in Financial PlanningTagged financial advisor, robo advisor, technology, sec warning

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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