Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your
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"Yield-Curve Inversion," occurs when short-term bond yields surpass those of long-term bonds. This unusual pattern, exceeding over 630 days
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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In recent times, the surge in market performance has sparked a familiar wave of FOMO—fear of missing out—among investors, compelling many to
What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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Stretched Valuations Warrant Caution
Source: Bloomberg, Redwood. Data as of 3/14/2024. Date Range from 3/14/2000 - 3/14/2024.
- Price /
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Cash Returns Almost as Much as Bonds Over Decade
Source: Bloomberg, Redwood. Data as of 3/6/2024. Date Range from 2/28/2014 - 2/292024.
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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- In finance, the "Moving Day Average" averages the prices of a security over a certain number of days (like 10, 50, or most commonly, 200 days
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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The Proverbs Guide to Personal Finance: Wisdom for Modern Budgeting
By Matthew Allgood, Principal and CFP®
In today's fast-paced world, the
