SETTING INVESTMENT PRIORITIES AS A YOUNG PROFESSIONAL
Young professionals need to carefully balance how they manage their investments in order to meet both short-term and long-term goals.
By Grey Ledge Advisors
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Investment Strategies Blog
WHEN HAVE I SAVED ENOUGH FOR RETIREMENT?
Choosing when to retire can be a tricky question. Determining an amount that can comfortably cover expenses in retirement is different for each person.
By Grey Ledge Advisors
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MARKET OUTLOOK 2025
The outlook for 2025 remains cautiously optimistic, but investors must navigate a landscape rife with opportunities and risks. Grey Ledge Advisors offers a concise breakdown of our market outlook for the new year.
By Grey Ledge Advisors
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FINANCIAL GIFTS CAN BE MEANINGFUL — IF DONE RIGHT
Financial gift options can provide a truly meaningful gift for your loved ones, though there are important considerations you should keep in mind when doing so.
By Grey Ledge Advisors
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WHAT A YEAR-END FINANCIAL REVIEW SHOULD ACCOMPLISH
A comprehensive year-end review allows you to organize useful information, assess your current financial situation, and guide your decisions in the future.
By Grey Ledge Advisors
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PRESIDENTIAL ELECTIONS MATTER — BUT NOT TO THE STOCK MARKET
With numerous large-scale factors influencing the market, U.S. presidential elections have a rather minimal impact.
By Grey Ledge Advisors
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UNDERSTANDING LIQUIDITY IN INVESTING
Understanding the concept of liquidity, and how it can affect your investment decisions, is an important part of creating a balanced portfolio that fits your personal circumstances.
By Grey Ledge Advisors
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401(K) DAY: TIME TO REVIEW YOUR PORTFOLIO
401(k) Day takes place on the first Friday after Labor Day. This is an excellent time to educate yourself about your retirement options and your current plan. Here are some helpful steps you can take.
By Grey Ledge Advisors
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MARKET AND INVESTING TRENDS FOR AUGUST 2024
A look at the market’s recent performance as well as recent trends affecting the investment landscape, from AI to debates over investment policy.
By Grey Ledge Advisors
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WHEN DOES IT MAKE SENSE TO ROLL OVER YOUR 401(K) TO AN IRA?
Should you create a single retirement account by rolling over a 401(k) to an IRA? Here are some scenarios where this option might be a good idea.
By Grey Ledge Advisors
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IMPROVE YOUR COMPANY’S RETIREMENT PLAN WITH SECURE ACT 2.0
SECURE Act 2.0 is making several changes to retirement planning that make it easier and more cost-effective for companies…
By Grey Ledge Advisors
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NEW JOB, NEW INVESTMENTS: ROLLING OVER YOUR 401(K)
Rolling over your 401(k) will help you manage your retirement savings more easily and allow you to make more informed decisions about your financial future.
By Grey Ledge Advisors
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