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How Bonds Work in a Market Selloff

How Bonds Work in a Market Selloff

Periods of heightened volatility during equity market selloffs have traditionally been accompanied by falling interest rates, which typically drives fixed income prices higher. This can result in a counterbalancing effect for portfolios that are experiencing losses from equities. This is the principle behind why equities and fixed income are combined to create a balanced portfolio.

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Advisory FAQ: Remember the Secure Act?

Advisory FAQ: Remember the Secure Act?

Sometimes a simple conversation among professionals can glean a helpful array of information. Here’s a conversation between John Wing, Founder of QA Wealth Management, and Christian Ray, CFP,  QA’s Director of Client Engagement, about the Secure Act legislation and some of its central provisions. 
Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.

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Market Update June 2021 – Word of the Month

Market Update June 2021 – Word of the Month

As we move into summer it’s a good time to review where markets are following 2021’s furthering of the equity market rebound that began in 2020. The yearly experience of the capital markets can often be loosely generalized as three phases: January through May, Memorial Day to Labor Day and Fall/Winter. As we consider what lies ahead, reviewing where the various markets stand entering the summer months can be insightful. And context is critical.

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Till Death Do Us Part

Till Death Do Us Part

Death is never an exciting topic to think about. We avoid the thought or discussion at nearly all costs. For the same reason, discussions around life insurance can be difficult ones and often put off. We just don’t like thinking about death. But having appropriate life insurance coverage, especially for someone with a family, is a very important part of a well-rounded financial plan.
 
Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.

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