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Financial Concepts

Job Loss Financial Checklist

Job Loss Financial Checklist

Losing a job is difficult. In many cases it comes unexpectedly. There is usually a period of shock – almost a numbness – followed by a feeling that you need to be doing something, but not exactly sure what that “something” is. I know this feeling because I found myself in this position in 2015.

How Getting Women Into Financial Planning Can Benefit Everyone

How Getting Women Into Financial Planning Can Benefit Everyone

The importance of women in financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. Until that percentage is closer to 50%, we are happy to illustrate the many benefits of more women in the industry.

What is Bond Duration and Why is it Important?

What is Bond Duration and Why is it Important?

The higher the bond’s duration, the more its price will fall as interest rates rise. If interest rates are expected to fall during the time the bond is held, a longer duration bond would be appealing because its price would increase more than comparable bonds with shorter durations. As a general rule (with equal credit quality) the shorter the bond’s duration, the less volatile it will be.

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