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Financial Resources & Insights

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IRA and Retirement Plan Limits for 2021

The IRS publishes annual updates to IRA and retirement plan contribution and earning limits for eligible participants. Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.

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Market Commentary: What is Money?

A major catalyst for difficulty in keeping our spirits elevated during periods of stock market calamity is a mistaken perception that stocks and bonds are money. Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest rates is a recipe for disaster.

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Market Volatility | Importance of Discipline

Since we have not experienced a bear market in over 11 years, it is important to remember that falling equity prices are a normal part of investing. It does not matter what panic we find ourselves mired in, it will feel like the worst, it will feel like it’s different this time, and it will feel like the world as we know it will never be the same.

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