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Blog

The three ingredients of a purposeful retirement

Retirement & Longevity   The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life. With today’s longer retirements, modern retirees have the time and health to pursue […]

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How active and passive funds work differently

Markets & Investing   Explore how these two investment types compare. Whether you’re building your portfolio, trying to diversify or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded funds (ETFs) can be either active or passive. The basics Active and passive funds are fundamentally […]

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Weave more of what you love into everyday life

Family & Lifestyle   How to mindfully incorporate your favorite things in your day to day. A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re all pretty easy to incorporate into life, […]

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Trade and tariffs: The impact on consumers

Economy & Policy October 14, 2024   Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that an across the board increase in tariffs has the potential to push inflation higher. To read the full article, see the Investment Strategy Quarterly publication linked below. A tariff is a tax assessed on imports. Historically, tariffs have […]

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